Quilter was the most recommended adviser platform in the first half of 2025, maintaining the top spot for the second consecutive period, according to a new report.
Aviva was the second most recommended adviser platform via Defaqto Engage, a Financial Planning tool which Defaqto claims is used by over 30% of advisers.
Quilter topped the table in 2024, but Aviva has narrowed the gap to just 1%.
AJ Bell overtook Transact to take third place.
Top 10 Adviser Platform Products H1 2025
|
Position |
Provider |
Platform |
% of top 10 |
|
1 |
Quilter |
Quilter Investment Platform |
27% |
|
2 |
Aviva |
Aviva Platform |
26% |
|
3 |
AJ Bell |
A J Bell |
10% |
|
4 |
Transact |
Transact |
7% |
|
5 |
Fidelity |
Fidelity Adviser Solutions |
7% |
|
6 |
Aberdeen |
Aberdeen Wrap |
5% |
|
7 |
Aegon |
Aegon Retirement Choices (ARC) |
5% |
|
8 |
Aberdeen |
Aberdeen Elevate |
5% |
|
9 |
Scottish Widows |
Scottish Widows Platform |
4% |
|
10 |
True Potential |
True Potential Platform |
3% |
Source: Defaqto, 13 August 2025
Darren Winfield, insight consultant at Defaqto, said platforms have a key role to play in facilitating 'Targeted Support' models from advisers.
He said: “Major platforms are already developing or enhancing their tech to support these models, anticipating demand from advisers seeking compliant, lower-cost solutions for less complex clients. At the same time, the FCA is tightening oversight of ongoing advice delivery, pushing platforms and advisers to demonstrate value.
"These shifts signal a move toward more digital, flexible, and scalable advice solutions.”