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? I...
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