Tech Review: Go compare! Go compare!

clock

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...

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 Technology

AI adoption among advisers rises as they call for faster progress

AI adoption among advisers rises as they call for faster progress

More than two-fifths are now using AI, Intelliflo has found

Isabel Baxter
clock 17 July 2025 • 1 min read
City minister backs financial services sector skills compact

City minister backs financial services sector skills compact

AI and technology skills gap poses ‘real threat’, minister says

Jen Frost
clock 17 July 2025 • 2 min read
'Excessive conservatism': Wealth fintech risks being left behind

'Excessive conservatism': Wealth fintech risks being left behind

'Nobody gets fired for buying IBM'

Alex Cowan-Sanluis
clock 11 July 2025 • 4 min read