Sponsored by Schroders.
The winner knows exactly what they are and where they are going. They have been knocking on the door of this award for some time. They adapted to the post Covid world quickly with an uninterrupted service to advisers and clients who didn't notice a blip in service levels.
In third place: Parmenion
In second place and highly commended: Nucleus
Sponsored by Winterflood Business Services.
The winner was found by asking those who use the platforms, the advisers, to vote.
In second place: Old Mutual Wealth
In third place: Transact
Sponsored by PA
The winner was found by asking those who use the platforms, the advisers, to vote.
In second place: Aviva Platform
In third place: Parmenion
Sponsored by NextWealth
Advisers voted on four different categories of service on a scale of poor to excellent. The winner is the platform that achieves the highest average score.
In second place: Old Mutual Wealth
In third place: Transact
Sponsored by Aegon.
The winner has set the pace in financial planning for a couple of decades; they plan for longevity and succession; their business is now owned by their staff, they set a benchmark for others to aspire to.
In second place: Aspect 8
Sponsored by FNZ.
The winner this year is a firm investing in technology to add to the human experience so that the advisers can spend more time with their clients doing their job and also a firm that makes a contribution to those less fortunate than themselves.
In second place and highly commended: First Wealth
Sponsored by Morningstar
The winners are a well resourced top quality advice business offering a very full range of services but who are full signed up to ESG and sustainable investment. They are both a signatory to the Principles of Responsible Investment and a registered B Corps.
In second place: LIFT Financial Group
Sponsored by 7IM
Client reporting is a key task for advisers’ and the judges felt that the winner’s technology made this a much smother process. There has been much good feedback from advisers who value the improved user experience and the flexibility to tailor reporting for each client.
Runner Up: Standard Life and FNZ
Sponsored by Standard Life
The winning platform turns away would be customers telling them to pay off debt first. The judges love what this platform and what its CEO is doing - looking after the less well off, people other platforms don't want to deal with, and extending to workplace and mortgages.
In second place: PensionBee
Sponsored by RSMR
The winner offers a low cost simplified pension alongside their SIPP with two sets of charges plus excellent adviser support. Under the ESG heading, the judges liked their support through the Covid crisis with no furloughing of staff and their Wage War on Covid fund.
In second place and highly commended: 7IM
Sponsored by Raymond James Investment Services
The winner’s entry really stood out giving clients what they want, including integration across back office systems and avoiding re-keying. They have listened to advisers. It ticks the boxes on all criteria.
In second place and highly commended: PortfolioMetrix
Sponsored by Wealthtime
This award reflects the growing significance of funds data and research to advisers. The winner was found by asking those who use these applications, the advisers, to vote.
In second place: Morningstar
Sponsored by FundsNetwork
Our winner is a leader in the field of behavioral finance. They address risk profiling in a totally different way that works not only in advised businesses but also in a digital environment going as far as identifying potentially vulnerable customers.
In second place: PensionBee
Sponsored by Dunstan Thomas
The winner offers a flexible approach to wealth management with a broad range of in house and external investments, has a clear target market and competitive charges.
In second place: Old Mutual Wealth
Sponsored by Bravura Solutions
The judges liked the fact that that the winner was vey clear on its target market, advisers with high net worth clients running a discretionary proposition plus the fact that they are cost neutral in terms of assets offered.
In second place and highly commended: Parmenion
Sponsored by FE fundinfo
A set of criteria was created by the NextWealth, which leading discretionary managers then scored to find the winner.
In second place: Aviva Platform
Sponsored by BNY Mellon/Pershing
The judges said that open finance and open banking changed the game. The winner is truly innovative and looks at all aspects of finances in the round; the winner is the Intel Inside of many excellent guided solutions.
In second place and highly commended: WorkLife by Open Money
Sponsored by Calastone
The winner offers an extremely good trading solution with a high constancy of service and very good tools.
In second place: BNY Mellon l Pershing
Sponsored by Praemium
The winner is strong on process, security and due diligence; they have expanded their range of products and are very strong on ESG. One of the judges commented that their CEO is genuinely committed to issues such as equality and diversity unlike many who just talk about these issues.
In second place: Winterflood Business Services
Sponsored by SS&C.
The winner has consistently shown a breadth of contacts and depth of understanding of the UK platform market. Breaking a number of new stories in the last year, he continues to provide balanced and intelligent commentary on our industry.
In second equal place: Jessica Tasman-Jones, Kristen McGachey and Sebastian Cheek