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Platforms

AJ Bell partners with Woven Advice to streamline platform switching

Wrap/platforms

AJ Bell partners with Woven Advice to streamline platform switching

Woven’s system analyses platform and back-office data

clock 16 September 2025 • 2 min read
7IM launches platform reporting upgrade in bid to bring adviser tech up to 'Monzo-era' standards

Platforms

7IM launches platform reporting upgrade in bid to bring adviser tech up to 'Monzo-era' standards

Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems

clock 02 September 2025 • 3 min read
Aegon's adviser platform sees improved net outflows of £1.4bn

Companies

Aegon's adviser platform sees improved net outflows of £1.4bn

Provider aims to return adviser platform to growth by 2028

clock 21 August 2025 • 3 min read
Quilter named most recommended adviser platform but Aviva narrows gap

Platforms

Quilter named most recommended adviser platform but Aviva narrows gap

A significant gap for competitors to close to the leaders, Defaqto finds

clock 13 August 2025 • 2 min read
Halo Invest launches platform following FCA green light

Platforms

Halo Invest launches platform following FCA green light

Led by CEO Douglas Boyce

clock 01 August 2025 • 4 min read
Aberdeen Adviser updates Elevate users on 'ongoing' developments and issue fix

Companies

Aberdeen Adviser updates Elevate users on 'ongoing' developments and issue fix

Exclusive: Advisers told more is coming in Autumn

clock 31 July 2025 • 2 min read
7IM overhauls transfer process as part of platform transformation

Platforms

7IM overhauls transfer process as part of platform transformation

Aims to cut times by up to 25%

clock 22 July 2025 • 2 min read
FE Fundinfo integrates portfolio analysis and cashflow planning solutions

Companies

FE Fundinfo integrates portfolio analysis and cashflow planning solutions

FE Analytics and FE CashCalc integrated on Nexus platform

clock 07 July 2025 • 1 min read
Aberdeen Adviser launches tool to streamline platform transitions for advisers

Companies

Aberdeen Adviser launches tool to streamline platform transitions for advisers

'We are in a race around operational efficiency'

clock 07 July 2025 • 2 min read
Majority of advisers put platform and provider choice down to data provision

Platforms

Majority of advisers put platform and provider choice down to data provision

‘Advice firms need good data for regulatory compliance’

clock 03 July 2025 • 2 min read
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