We’re pleased to announce that our firm has been named a NextWealth Adviser Reviews Platform Champion, a recognition based entirely on feedback from financial advisers who use our platform.
To earn Platform Champion status, firms must achieve consistently high ratings across all review categories. We’re proud to have scored 4 or above out of 5 in every category and in our overall adviser review score.
About NextWealth
NextWealth is a leading research and consultancy firm helping individuals and organisations understand what’s next in wealth management. They build proprietary data sets on products, pricing, and processes across the industry, serving platforms, asset managers, technology companies, and advice businesses. Their work spans adviser market research, advice technology reviews, investment propositions, and industry trends — providing insights that drive competitive advantage.
What This Recognition Means
This achievement reflects our ongoing commitment to providing exceptional service, technology, and support. Adviser feedback helps us continually refine our offering, from improving user experience to streamlining processes that save time and effort.
Ultimately, this recognition affirms our mission: equipping advisers with reliable, intuitive solutions that help them deliver excellent outcomes for their clients.
Thank You
Our sincere thanks go to all the advisers who shared their insights with NextWealth. Your feedback drives our improvement and motivates us to keep raising standards.
We also thank our team for their dedication and focus on adviser success; this achievement reflects your hard work and commitment.
