Platform Ratings

The AdviserAsset Platinum rating is a unique award based solely on our empirical analysis of how well each platform is doing in our tools. We quantify platform performance across nine key performance indicators that cover the following areas:

  • Price competitiveness.
  • Service quality and user experience.
  • Degree to which the features and functionality provided by each platform meet the requirements of advisers.
  • Adviser view of the stability of the platform.

The analysis that we undertake has proven to be highly predictive. This has included forecasting several of the platform acquisitions that have taken place in recent years.

We provide detailed empirical feedback to the platforms on how well they are doing, highlighting areas for improvement. Some of the major developments and improvements and pricing changes undertaken by platforms in recent years have been informed by our analysis. In this way AdviserAsset is helping shape what platforms deliver and how they price, making the market a better place for advisers. The following platforms have been awarded a Platinum rating in 2020; Elevate, Funds Network, Old Mutual Wealth, Standard Life Wrap, Transact and Zurich.