How can technology improve platform due diligence?

clock

Clive Waller, managing director of CWC Research, looks at technology developments affecting the platform industry.

The wrap community, which is pretty much all of us, anxiously awaits the next consultation paper, following DP 10/2. It was set for the summer but has been delayed, we assume, due to the huge lobbying effort from the fund platforms. This delay is not good for an industry that needs to invest heavily in technology. Indeed, recently rumoured uncertainly about the very future of RDR itself does little for the reputation of the regulator. Currently, there are two big debates in the platform world: Will the FSA allow bundled pricing post-RDR? Will it be possible for an adviser to emplo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

The Vanguard UK Platform Awards in association with The Platforms Association

Clive Waller
clock 04 March 2026 • 2 min read
Vanguard to sponsor UK Platform Awards

Vanguard to sponsor UK Platform Awards

Professional Adviser continues as media partner

Professional Adviser
clock 04 March 2026 • 1 min read
Perspectives on platforms and progress – past, present and future

Perspectives on platforms and progress – past, present and future

'Platform providers need as much input as they can get if they want to stay ahead of the curve'

Steve Andrews
clock 19 February 2026 • 4 min read