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AJ Bell Investcentre
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About the provider
AJ Bell Investcentre is designed to meet the needs of a range of customers from accumulation to retirement. Our clients benefit from an investment proposition that covers whole of the market from platform, DFM’s and XO functionality. We offer a range of our own managed portfolio solutions including a designated retirement solution and a expanding panel of DFM model portfolios on our platform.
Our pricing structure is competitive and is suited to a wide range of clients, with options to use either a transactional pricing option through our SIPP or an all-in pricing structure through our Retirement Investment Account. Clients also have the option to use a wide variety of ISA wrappers, General Investment Accounts and set up junior accounts.
Through our sustainable business model, we have delivered a strong track record of profit, ensuring our financially security; and we continue to invest in our technology helping to continually enhance all aspects of our functionality, products and services.
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Publicly listed
£48.2bn as at 30th September 2023
GBST and FNZ
Integrations
Integrates One Way
Integrates Both Ways
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Adviser Office (IRESS)
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No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
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