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M&G Wealth Platform

Willingness to recommend

3.44/5

Integrations

3.24/5

Value for money

3.66/5

Service

3.44/5
Based on 59 reviews

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About the provider

Advisers need to be able to deliver good client outcomes and be able to focus on advice not admin. The M&G Wealth platform offers increased self-serve through seamless digital journeys. Built on flexible technology, our rolling programme of continuous enhancements and back-office integrations are designed to enable easy user experience, reduce paperwork and increase efficiencies through effective data integration.

Great technology is supported by great people. We have one of the biggest networks of dedicated BDMs together with an excellent platform adoption team to support onboarding and ongoing training and access to an award-winning technical team for more complex client scenarios.

Our extensive range of investment solutions including smoothed funds and model portfolio services together with increased choice, control and flexibility including automated drip feed drawdown and integrated docusign helps advisers to meet a wide range of client needs, efficiently.

As re-platforming completed years ago, users of our platform face no threat of disruption. Rather they can be confident in the stability and ongoing development of our platform.

Our single, transparent price with no hidden charges and no trading charges mean advisers can easily demonstrate value for money. Plus, our inhouse dealing desks means we can deal in real time enabling more control, limiting time out of market and generating significant savings for clients.

And with family linked discounts, the M&G Wealth platform supports advisers in building a resilient business and expanding client base through intergenerational planning.

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Ownership:

Wholly owned by M&G, since 2020

AUM:

£15.6bn as at 30th September 2023

Partnerships:

Bravura Solutions (core platform technology)

NextWealth analysis

M&G platform was formerly called Ascentric, which was acquired by M&G in 2020 after being part of Royal London since 2014. The platform went through a massive technology upgrade from proprietary software to Bravura Sonata a few years ago. The platform gets mixed reviews from advisers but saw rising scores this year moving from the bottom to the middle of the pack. M&G scores higher overall scores with advisers at smaller firms.

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Integrations

Based on 59 reviews
3.24/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Adviser Office (IRESS)

CURO (Time4Advice)

intelliflo office (intelliflo)

Plum Software (a Morningstar company)

True Potential Adviser Services (CRM)

Xplan (Iress)

No integrations available for Cash Management

Prestwood:Truth

moneyinfo

Best Practice / Creative Technology

FigureOut (2plan)

MoneyHub

Vitality

Morningstar

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
dos everything needed
Anonymous October 2023

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous October 2023

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