Announcing the winners of Adviser Ratings’ second annual Adviser Choice awards, recognising the companies that are innovating and adapting their products to meet changing advice market conditions.
Individual winner and finalist awards acknowledge excellence across user experience, functionality, and adviser support. These are the companies that have provided the best all-round experience for advisers, as voted by advisers.
The unveiling of this year’s awards follows the release of the 2023 Australian Financial Advice Landscape report, which offers in-depth analysis of changes to the advice market, products, and consumer sentiment across 12 months. The report's insights are based on five months of research, surveying thousands of advisers and thousands of consumers.
This year HUB24 have clean swept the platform category with netwealth as a finalist for each award. CFS FirstChoice and Mason Stevens also feature as finalists preferred by advisers.
Worksorted and ProductRex again take out the awards for Best Advice CRM and Best Advice Software respectively, with finalists Fin365, Advice Revolution, Plutosoft and Astute Wheel also appearing as finalists.
Lonsec takes all the Research House awards, winning Best Research House for the second year in a row. Strong finalists Morningstar, Chant West and Zenith Partners have also shown as adviser preferred.
Next week, we’ll announce the winners of the Life Insurance category and share Australian advisers most preferred Life Insurers, so stay tuned.
Congratulations to all category winners and finalists. You can see the full list of winners below:
Platforms
WINNER –Best Advice Platform – HUB24 (Finalists: netwealth & CFS FirstChoice)
WINNER – Best Client Experience – HUB24 (Finalists: netwealth & CFS FirstChoice)
WINNER – Best Adviser Experience – HUB24 (Finalists: netwealth & CFS FirstChoice)
WINNER – Ease of Onboarding – HUB24 (Finalists: netwealth & CFS FirstChoice)
WINNER – Best Functionality –HUB24 (Finalists: netwealth & CFS FirstChoice)
WINNER – Best Adviser Support – HUB24 (Finalists: netwealth & Mason Stevens)
WINNER - Best Investment Options - HUB24 (Finalists: netwealth & Mason Stevens)
Software
WINNER – Best CRM – Worksorted (Finalists: Fin365 & Plutosoft)
WINNER – Best Advice Software – ProductRex (Finalists: Advice Revolution & Astute Wheel)
Research House
WINNER – Best Research House – Lonsec (Finalists: Chant West & Morningstar)
WINNER – Competence of Personnel – Lonsec (Finalists: Morningstar & Zenith Partners)
WINNER – Quality of Research – Lonsec (Finalists: Chant West & Zenith Partners)
WINNER – Breadth of Research – Lonsec (Finalists: Morningstar & Chant West)
WINNER – Timeliness of Research – Lonsec (Finalists: Chant West & Morningstar)
WINNER – Best Adviser Support – Lonsec (Finalists: Zenith Partners & Morningstar)
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