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Guide to selecting the right platform: what advisers need
Course on making the most of platformsNov 26 2024

Are investment platforms delivering sufficiently on their purpose?

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Are investment platforms delivering sufficiently on their purpose?
© (iLixe48/Envato Elements)A third of advisers had changed at least one of their preferred platforms in the previous 12 months, a Defaqto survey found.

Compared to other types of advice technology, platforms on average earn higher scores from advice professionals, according to research by NextWealth. Yet while ratings of advice tech such as back-office systems improved this year, platform ratings fell.

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