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Platform Valuations Integration with AdviceObjects

Platforms List

  • Aberdeen
  • Aegon ARC
  • Aegon Retail
  • AJ Bell
  • Aviva
  • Fidelity
  • Fundment
  • GrowthInvest
  • Hubwise
  • LGT Wealth Management
  • LV
  • M&G Wealth
  • Nucleus
  • Nucleus Platform (ex James Hay)
  • P1
  • Parmenion
  • Prudential
  • Quilter
  • Raymond James
  • Scottish Widows
  • Seven Investment Management
  • Transact
  • Wealthtime
  • Whitman Asset Management

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    Suitability Reports powered by B-Complaint

    Suitability Reports (Free add-on)

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    Microsoft Outlook & Gmail Integration with AdviceObjects

    Emails (free integration)

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