Mark Loosmore of AT8 Group reviews platform comparison tools.
Over the past couple of months, we have been looking at a number of the leading platforms that advisers are using to help enhance their service propositions and assist with the transition to the post RDR world. It is unlikely that many distributors will find a single platform to address all of the needs of each of their clients all of the time. A far more probable scenario is that a distributor firm will choose a main platform and then have several additional platforms to complete their service offering and to ensure that they provide the most suitable customer outcome. The FSA has fu...
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