We believe it's important that investors benefit from advice throughout their financial journey. So, we're dedicated to helping you support your clients and run your business efficiently. 

 

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Around 5,000 funds from more than 250 fund managers
A range of tax wrappers (ISA, bond, pensions and trusts)
Integrated research, comparison and portfolio management tools
Comprehensive client reporting
A versatile general investment account
Online access via a comprehensive range of devices

Intermediary services

Find out how we can help you manage your clients' investments.

Services for your clients

Your clients can use our customer dashboard to view their investments with ease.

Research Centre

Access our fund Research Centre to assess and compare funds with interactive charting, factsheets and more.

Back-office integration

By working with leading suppliers of back-office systems, we can bring you a seamlessly integrated service.

If you work for a company that already has access to the Aegon Platform and need your own login details, please contact your designated firm administrator.