Closer analysis of five platform offerings reveal why they may or may not be the system to consider.
On Abbey Wrap, Dante Peters, director at Magus Financial Planning says: "We have been using Abbey but we find it very frustrating to use. It is a wrap, but it is put together by different parts of the organisation, such as James Hay and Abbey Trustee Managers. "It has a good investment centre of funds with all of the average funds IFAs would want to use, but it is not possible to add specialist providers such as the Dimensional passive index tracking range and it does not allow client access to information." On (Lifetime Group) The Bigger Picture, Martyn Pask, group sales strategy dir...
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