OUR AWARDS
2025 | Award |
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Schroders Platform Awards | Best use of Platform Technology (Transact integration with moneyinfo) |
Professional Paraplanner | Best Platform |
Money Marketing | Best Platform |
2024 | Award |
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Professional Adviser | Best Platform for Advisers |
Professional Paraplanner | Best Overall Service to Paraplanners - New Business |
Schroders Platform Awards | Best Platform Provider (AUM over £40bn) |
Schroders Platform Awards | Leading Platform for Discretionary Management |
2023 | Award |
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Schroders Platform Awards | Platform of the Year Leading Platform for Discretionary Management |
Adviser Asset | Platinum Platform Rating |
Professional Paraplanner | Best Platform |
Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
2022 | Award |
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Adviser Asset | Platinum Platform Rating |
Professional Adviser | Best Platform for Advisers (AUM above £25bn) |
Professional Adviser | (Time4Advice) Best Technology Provider |
Professional Paraplanner | Best Overall Service to Paraplanners - New Business |
Professional Paraplanner | Best Platform |
Investment Life & Pensions Moneyfacts | Best Online Service |
2021 | Award |
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Schroders | Best Platform Provider AUM £40bn+ |
Moneyfacts | Best Wrap/Platform |
Professional Paraplanner | Best Platform |
Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
Adviser Asset | Platinum Platform Rating |
2020 | Award |
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Adviser Asset | Platinum Platform Rating |
FinalytiQ | 'Excellent' Financial Performance Rating |
Financial Adviser Service Awards | 5 Star Platform |
2019 | Award |
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Financial Adviser Service Awards | 5 Star Investment Provider |
Professional Adviser | Best Platform for Advisers (AUA over £20bn) |
Professional Paraplanner | Best Platform |
FinalytiQ | 'Excellent' Financial Performance Rating |
Adviser Asset | Platinum Platform Rating |
The Lang Cat | Best for Accumulation (Complex Needs) |
2018 | Award |
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Financial Adviser Service Awards | 5 Star Investment Provider |
Platforum | Best Adviser Platform over £10bn |
Professional Adviser | Best Platform for Advisers (AUA above £15bn) |
Professional Paraplanner | Best Platform |
Professional Paraplanner | Best Overall Service - Existing Business |
Adviser Asset | Platinum Platform Rating |
2017 | Award |
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Financial Adviser Service Awards | 5 Star Investment Provider |
Money Observer Retirement Income Awards | Best Flexi Access Drawdown |
Moneyfacts | Best Wrap/Platform |
Professional Adviser | Best Platform for Advisers (AUA above £15bn) |
Professional Paraplanner | Best Overall Service for New Business |
Money Marketing | Best Platform Award |
FT Adviser Online Innovation and Service Awards | Investment Innovation Award |
FT Adviser Online Innovation and Service Awards | 5 Star Investment Award |
2016 | Award |
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Platforum | Best Adviser Platform Over £10bn |
Platforum | Best Adviser Platform for Service |
Platforum | Best Platform Partner Voted by DFMs |
The Lang Cat | Platform of the Year |
The Lang Cat | Best for Centralised Investment Propositions |
Moneyfacts | Best Wrap/Platform |
Uk Platform Awards | Platform of the Decade |
FT Adviser Online Innovation and Service Awards | 5 Star Investment Provider |
Money Marketing | Best Platform Award |
Adviser Asset | Platinum Platform Rating |
Financial Adviser Service Awards | 5 Star Investment Provider |
2015 | Award |
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Professional Adviser | Best Adviser Platform |
FT Adviser Online Service Awards | 5 Star Investment Provider |
Moneyfacts | Best Online Service Award |
Platforum | Best Adviser Platform Over £10bn |
Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
2014 | Award |
---|---|
Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
Money Marketing | Best Wrap or Platform |
Platforum | Best Adviser Platform |
FT Adviser Online Service Awards | 5 Star Investment Provider |
Investment Life & Pensions Moneyfacts | Best Online Service |
2013 | Award |
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Financial Adviser Service Awards | 5 Star Investment Providers & Packager |
FT Adviser Online Service Awards | Consistent Service Excellence |
FT Adviser Online Service Awards | 5 Star Investment Provider |
UK Platform Awards | Best platform for adviser service |
UK Platform Awards | Best large platform provider (over £10 billion of assets) |
2012 | Award |
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FTAdviser.com | 5 Star Winner - Online Investment Providers |
Investment Life & Pensions Moneyfacts | Best Online Service |
Citywire Advisers' Choice Platform Awards | Tools and Functionality |
Citywire Advisers' Choice Platform Awards | Charging and Service |
Citywire Advisers' Choice Platform Awards | Investment |
Financial Adviser | 5 Star Winner - Investment Provider and Packager |
2011 | Award |
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Citywire Service Index | Winner of the Wrap/Platform Award |
FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
Investment Adviser | Most Diverse Product Range |
Investment Adviser | Most Transparent Platform |
UK Platform Awards | Best Platform for Adviser Service |
UK Platform Awards | Best Open Architecture Wrap Platform |
Financial Adviser | Investment Provider and Packager |
Financial Adviser | E-commerce Product of the Year |
2010 | Award |
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Citywire Service Index | Winner of the Wrap/Platform Award |
FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
TAS | Wrap/Platform Winner |
UK Platform Awards | Best Platform for Adviser Service |
UK Platform Awards | Best Open Architecture Wrap Platform |
Financial Adviser | E-Commerce Product of the Year |
Financial Adviser | 5 Star Winner – Investment Provider/Packager |
2009 | Award |
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Professional Adviser | Best Wrap Provider |
TAS | Wrap/Platform Winner |
Financial Adviser | 5 Star Winner – Investment Provider/Packager |
FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
Financial Adviser | E-commerce Product of the Year |
UK Platform Awards | Best Open Architecture Wrap |
2008 | Award |
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Professional Adviser | Best Wrap Provider |
RDIR | Global Custodian Award |
UK Platform Awards | Best Open Architecture Wrap Platform |
FTAdviser.com | 5 Star Winner – Investment Provider/Packager |
Citywire Service Index | Only Triple A Rated Wrap for Service and TCF |
2007 | Award |
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Professional Adviser | Best Wrap Provider |
Financial Adviser | e-Commerce – Product of the Year |
Financial Adviser | 5 Star Winner – Independent Provider / Packager |
UK Platform Awards | Leading Independent Platform Offering |
2006 | Award |
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Professional Adviser | Best Wrap Provider |
Pensions Management-TAS | Wrap Winner |
2005 | Award |
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Professional Adviser | Best Wrap Provider |