Three Tatton MPS solutions land in Defaqto’s top ten
Just over one third of advisers would recommend onshore bonds
Quilter edges ahead of Canada Life into second place, Defaqto finds
Scored top for most preferred provider for MPS via platform and direct
More than two thirds of advisers access MPS via adviser platforms
Advisers are more confident to make switches to improve client experience
Quilter remains in second place followed by AJ Bell and Transact
Single tool to include risk profiling, cashflow planning, ratings and more
More providers are getting a bite of the apple amid push to justify value
Including Abrdn, Aviva, Curtis Banks, Fidelity, Quilter, and Scottish Widows