Wrap/platforms

Established through collaboration with SEI and Benchmark

The financial planning firm has launched CP Accelerate

Nearly 40% last worked with a new platform more than five years ago

Where are the areas where we need to give due diligence a good hard stare?

Added more than 50,000 platform customers

Continuous innovation in platforms is essential

To provide advisers with ‘market-leading level’ onboarding efficiency

Some 88% of advisers have apologised to clients on behalf of a platform

The investment manager launches Cautious and Defensive portfolios on adviser platforms

Both Novia and Wealthtime are now under one single group brand