AT8's Mark Loosmore kicks off a series on platforms with a look at Cofunds.
One of the most frequent issues AT8 gets approached about is the creation of a platform strategy. What role should the platform play in a business? Should firms operate more than one platform? How do distributors segment their clients and match which segments go on which platform. How do they decide and check that individual clients and individual transactions should be on a platform or platforms? How can the platform integrate with advisers’ IT infrastructure? And of course which are the leading platforms in the market (and who will survive long-term)? We plan to use the coming weeks...
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