Adviser digital
experience

Empowering you

At Scottish Widows Platform, we offer a digital experience designed to equip you with the products, tools and resources to help you deliver the best possible outcomes for your clients.

We are committed to continuous investment in proposition enhancement, ensuring seamless and efficient integration of our technology with your business.

stylised illustration of a mobile phone in red and teal colouring
stylised illustration of a mobile phone in red and teal colouring

Why choose Scottish Widows platform?

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Our platform is built on a custom‑designed architecture, designed to meet your needs. Supported by a team of experts, we deliver a robust and reliable system that simplifies complex processes, allowing you to focus on what really matters: your clients.

A person in a red plaid shirt sits thoughtfully, with another person partially visible in the background, engaged in conversation

Efficiency is at the core of our platform. With over 50 fully automated processes, you gain full control, significantly reducing the time and effort required for administrative tasks.

A woman in a striped shirt and a man in a red sweater sit at a table with a laptop, discussing something while a coffee mug rests in his hand

We’ve re-designed over 70% of customer journeys on the platform, creating an intuitive and easy-to-navigate user interface. Designed and controlled entirely in-house, our platform continually evolves based on invaluable feedback from advisers like you.

A person holds a tablet displaying the Scottish Widows Platform interface with various navigation options, sitting at a wooden table

Our platform isn’t just advanced; it’s connected. Seamlessly integrating with leading back-office systems, tools and apps, we ensure a frictionless experience that streamlines your workflows, reduces admin time, and improves overall productivity.

Close up of a tablet screen showing EVPro investment data

Empowering you with cutting-edge planning and research tools enables informed decision-making when managing your clients’ portfolios. Our integrated Capital Gains Tax Tool allows you to calculate realised gains and losses incurred by your clients on the platform. Additionally, we seamlessly integrate with powerful tools such as EVPro and FE fundinfo, offering invaluable resources for in-depth analysis and research. Please discuss accessing EVPro with your Business Development Manager.

Our commitment to
continuous improvement

We’re committed to ongoing investment to develop our platform proposition. By considering adviser feedback and consistently enhancing our technology, we aim to keep improving our platform to meet your evolving needs.

Get started today

Experience the difference that our innovative digital technology can make. If you’re not yet part of the Scottish Widows Platform, book a demo to learn more about how we can support you.

Partner with us

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

Service and support

We understand that exceptional service is as crucial as innovative technology, and we are committed to providing high-quality service and support.