Platforms Where is the market going? Adviser lead Platforms: - - PowerPoint PPT Presentation

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Platforms Where is the market going? Adviser lead Platforms: - - PowerPoint PPT Presentation

Jan 31, 2023 140 likes •193 views

Platforms Where is the market going? Adviser lead Platforms: Current state of affairs c. 530 billion of assets 23 platforms Corporate Activity Nucleus & Transact IPO AJ Bell confirmed for December Aegon & Cofunds

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SLIDE 1

Platforms

Where is the market going?

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SLIDE 2

Adviser lead Platforms: Current state of affairs

  • c. £530 billion of assets
  • 23 platforms
  • Corporate Activity
  • Nucleus & Transact IPO
  • AJ Bell confirmed for December
  • Aegon & Cofunds
  • Standard Life & Elevate
  • This will lead to more re-platforming
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SLIDE 3

Platform Technology Upgrades

  • Currently ongoing
  • AEGON Cofunds - (GBST)
  • Aviva – (Bravura to FNZ)
  • Known upgrades pending
  • Old Mutual (IFDL to FNZ)
  • Funds Network & Ascentric – (Bravura)
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SLIDE 4

Platform Technology: In focus

1 2 5 8 8 10 26 32 111 145 185

  • 20

40 60 80 100 120 140 160 180 200

Billions

AUM by Technology provider

  • 23 platforms
  • 11 unique providers of

platform technology

  • 83% of assets sit with the

Big 3

  • Only 6 platforms use

proprietary technology