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 signs up to The Platforms Association's transfer charter

AJ Bell signs up to The Platforms Association's transfer charter

After being missed off TPA’s initial list

Sophia Panayi
clock 28 September 2026 • 1 min read
Big players give The Platforms Association's transfer charter a miss

Big players give The Platforms Association's transfer charter a miss

AJ Bell and Parmenion choose not to sign up

Sophia Panayi
clock 25 September 2026 • 2 min read
Most platforms sign up to transfer charter

Most platforms sign up to transfer charter

Signatories include Benchmark, Fidelity International and Quilter

Sophia Panayi
clock 17 September 2026 • 3 min read