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Star Rating

5 Star rated

  • Advance by Embark

    Advance Platform (Ex Zurich)

  • Elevate


  • FundsNetwork


  • Hubwise Securities Limited

    Hubwise Platform

  • James Hay Partnership

    James Hay Modular IPlan

  • James Hay Partnership

    James Hay Wrap

  • Novia Financial plc

    Novia Wealth Management Service

  • Nucleus Financial Group


  • Parmenion Capital Partners LLP


  • Praemium

    Managed Account Service

  • Seven Investment Management

    7IM Platform

  • Standard Life

    Standard Life Adviser Wrap

  • Tenet Platform

    Tenet Platform

  • Transact


  • Wealthtime Limited

    Wealthtime Private Client Service

4 Star rated

  • Aegon

    AEGON Retirement Choices (ARC)

  • AJ Bell Investcentre

    Funds & Shares Service

  • Ascentric

    Ascentric Platform

  • Aviva

    Aviva Platform

  • Fundment

    Fundment Platform

  • Old Mutual Wealth

    Old Mutual Wealth - SelfSelect

  • Raymond James Investment Services

    Raymond James

3 Star rated

  • Amber Financial Investments Ltd

    Amber Wrap

  • Embark Platform

    Embark Platform

  • James Brearley

    Pro Icon

2 Star rated

  • Aegon

    Aegon Platform (Ex-Cofunds)

  • Old Mutual Wealth

    Old Mutual Wealth - WealthSelect

  • Sanlam Investment and Pensions

    Sanlam Portal

1 Star rated

  • Premier Fund Managers Ltd


  • Standard Life

    Standard Life FundZone

All Star Ratings



In addition to our Star Ratings there are Diamond Ratings for funds and fund families and Service Ratings to help you recommend suitable providers to your clients. All of the Defaqto Ratings are available within Engage, our complete financial advice solution.


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