Thesis AM integrates platform with Avelo

clock

Thesis Asset Management has integrated its investment platform with Avelo Adviser Office.

The integration will be piloted throughout July, prior to a formal launch in August. Thesis Asset Management director of business development Lawrence Cook said: "Allowing those who use Avelo Adviser Office to access their clients' assets held with Thesis facilitates advisers in offering high quality and cost effective advice to their clients." Avelo strategy and product development director Paul Yates added: "The post-Retail Distribution Review era is creating many opportunities for advisers but it's important that they deliver a world class service, at an affordable cost." He sai...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

AJ Bell platform AUA up 12% in Q3 to £121.5bn

AJ Bell platform AUA up 12% in Q3 to £121.5bn

Up 26% over the last year

Jenna Brown
clock 23 July 2026 • 2 min read
VUKPA 2026: Platform of the Year and adviser finalists revealed

VUKPA 2026: Platform of the Year and adviser finalists revealed

Vanguard UK Platform Awards 2026

Professional Adviser
clock 22 July 2026 • 1 min read
Why the need to master data is now business critical

Why the need to master data is now business critical

'Most advisers, it seems, are tolerating data delivery from platforms and pension providers'

Chanelle Paynter
clock 15 July 2026 • 4 min read