Investment platforms play a critical role in financial advice, but their effectiveness depends on how well they align with advisers’ needs and clients’ objectives.

Advisers increasingly prioritise platforms that enhance client experience, integrate efficiently with advice tech, and offer robust tools for portfolio management.

Discretionary fund managers face challenges managing portfolios across diverse platforms, often developing bespoke systems to streamline operations.

As platforms evolve, innovations like API-driven integrations and ‘embedded platform’ models promise greater efficiency and customisation.

However, advisers must balance cost, functionality, and long-term suitability when selecting platforms to meet both regulatory requirements and dynamic client needs.

This guide is worth 60 minutes of CPD.