Defaqto 5 Star Ratings for abrdn Wrap and abrdn Elevate 2025
05 February 2025abrdn Wrap and Elevate have once more retained 5 Star Ratings from Defaqto, the highest ratings from the UK’s most trusted sources of financial product and market intelligence.
For abrdn this marks eleven consecutive years* of both Wrap and Elevate achieving this standard.
Defaqto’s Star Ratings assess the strength of each adviser platform in the UK market.
The assessment criteria include the choice of tax wrappers on the platform, in addition to the investment products and services available (including discretionary propositions).
As Defaqto’s Darren Winfield, Insight Consultant (Wealth) explains, our Adviser Platform Star Rating assessment pays specific attention to elements of the platform deemed core to the support of adviser firms: “This includes ISA, and pension wrapper availability, the provision of both CGT reporting and flexi-access drawdown.”
He adds that 5 Star rated adviser platforms are those that exhibit high levels of quality, while satisfying all the core rating requirements: “We also assess the functions and technology involved in client reporting, and the functionality that supports specific intermediary propositions, such as the ability to build adviser models.”
Defaqto’s 5 Star 2025 Adviser Platform Ratings for both abrdn Wrap and Elevate are recognition of our ongoing commitment to advisers and their clients to deliver one of the best experiences in the market.
To discover more about how abrdn Wrap and Elevate can support your business and help to deliver good outcomes for clients, go to our dedicated sections on Wrap and Elevate.
*under the current Rating criteria