We need your help. We are putting together the most comprehensive platform user ratings in the market, and need your input.
Let us explain.
Are the platforms you use really any good? They may give you access to the products you feel are suitable for your clients, but there are other issues to take into consideration.
For example, how user friendly are the platform's tools and report functions? How good are its wrapper choices? How easy is it to conduct a fund switch?
These factors are becoming increasingly important for advisers seeking smooth business processes. What use is a platform - which is meant to save you time and expense - if its services are clunky and it has a lax e-new business option?
IFAonline and its print title, Professional Adviser, have joined forces with Synaptic Research to put together the most comprehensive platform service and user ratings available in the market.
Put simply, this service will help you select the platform that is right for you and your client.
The data will be available shortly via Synaptic Research, Professional Adviser and IFAonline.co.uk
First, we would welcome your input. Please fill out this short questionnaire to share your experiences of the platforms you use to help other advisers make informed decisions. Your input is very welcome.
Fill out the survey HERE.
‘Important to have an anchor’
Report to be written by TPR
Lack of innovation for solutions
Some 2,000 consumers affected