Defaqto reveals the recommended platforms that dominated last year

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Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced the most recommended adviser platforms by value for 2025.

The findings are from Defaqto Engage and its whole of market data which includes more than 18,000 funds and 2,800 DFM MPS portfolios, platforms and products.

Aviva was the most recommended adviser platform in 2025, followed closely by Quilter. A substantial gap is notable between the two leading platforms and the rest of the providers with Fidelity slightly ahead of Transact, and Aberdeen featuring in the top ten twice but without reaching the volumes of the two leading platforms.

Darren Winfield, Defaqto Insight consultant, said: “We saw record inflows into adviser platforms in 2025, especially in Q3. This has been helped by smoother platform transfers although there is still some work needed in this area as the FCA are still scrutinising transfers along with any consolidation of platforms and the implications for competition and resilience including the impact on consumer duty this will have.

“At the same time, platforms are accelerating their use of connected intelligence and AI to enhance suitability, automate back office systems and support advisers in evidencing consumer duty which will all help as long as platforms support advisers on this journey in 2026.”

Of the top 10 platforms, all have received a Gold Defaqto service rating for 2026, demonstrating the importance of service to the advisers and their clients.

Top 10 Adviser Platform Products 2025

PositionProviderPlatform % of top 10Products Defaqto Service Rating for 2026
1AvivaAviva Platform29%Gold
2QuilterQuilter Investment Platform28%Gold
3FidelityFidelity Adviser Solutions9%Gold
4TransactTransact7%Gold
5AJ BellAJ Bell6%Gold
6AberdeenElevate6%Gold
7AberdeenAberdeen Wrap5%Gold
8Scottish WidowsScottish Widows Platform4%Gold
9AegonAegon Retirement Choices (ARC)3%Gold
10True PotentialTrue Potential Platform2%Gold

Defaqto recently announced the launch of Defaqto Unity designed to replace fragmented tech stacks with a unified operating model.  Defaqto Unity offers entirely new use-cases, whereby connected intelligence across the adviser workflow improves firms’ operating efficiency and strengthens compliance processes, enabling growth.

Defaqto Engage consolidates all the information advisers need into one software solution, providing a comprehensive holistic service. It gives advisers the power to model a client’s financial objectives, capture risk profiles, conduct investment research, and oversee client reviews – all from one place.

Powered by Defaqto’s data, including more than 18,000 funds, 2,900 DFM MPS portfolios, platforms and products, Defaqto Engage is recognised by advisers as a trusted source of financial product and market intelligence. Recommendations of £57bn annually go through the system.

More information about Defaqto Engage can be found at www.defaqto.com/solutions/engage 

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