Picking a platform: 
Not an easy thing to do

AT8 has long been a fan of Sense’s approach to helping adviser firms create a platform strategy and we were pleased to have Sense managing director, Tim Newman, give the group a case study of how distributors can build a clear strategy and client proposition. In essence, Sense helps its members create an investment proposition and client agreement and then align the platform strategy to these. Selection process Sense starts off the process for members by carrying out due diligence on key decision criteria such as financial strength and longevity. It then works with the members to co...