Fundment tops Defaqto 2026 Platform Service Ratings in adviser survey (UK)

Whitbread, S. (2026, March 24). Fundment tops Defaqto 2026 Platform Service Ratings in adviser survey. IFA Magazine. https://ifamagazine.com/fundment-tops-defaqto-2026-platform-service-ratings-in-adviser-survey/

• UK-based AdvisorOS firm Fundment achieved the highest overall ranking in Defaqto’s 2026 Platform Service Ratings by outperforming larger and more established industry providers.

• The 2026 ratings were determined by an independent survey of 384 financial advisers who evaluated platforms across 10 distinct service disciplines.

• Behind the top-ranked Fundment, Quilter and Parmenion secured the second and third positions respectively for their overall service performance.

• While established brands like Aviva and AJ Bell remain the most nominated by usage, leadership in service quality is shifting toward specialist providers.

• Advisers ranked new business administration as the most critical service area and also reported it as the discipline where platforms perform most effectively.

• Defaqto awarded Gold Service Ratings to providers that reached a 70% satisfaction benchmark across the weighted categories of the annual study.

• The survey results indicate that consistent service delivery is becoming a primary differentiator for advisers when conducting platform due diligence.

Knote: Fundment has come from nowhere to rocket to the top slot with a modern platform that we would say is easy, functional, and importantly, when you turn it on it just plain works. US legacy platforms should take note.