Platforum and Capita to launch 'in-depth' platform analysis tool

clock

The Platforum has joined forces with Capita to create an in-depth platform analysis tool for advisers.

Quantitative data from Capita Financial Services (CFS) has been combined with qualitative information from The Platforum to provide IFAs with detailed information for platform selection. The new tool, currently codenamed Conundrum, will allow advisers to compare the various cost and charging structures across the market, as well as considering more qualitative aspects, such as ease of use. Holly Mackay, managing director of The Platforum, says: Capita have the actuarial, research and technological resources which we lacked to address this important quantitative part of the analysis pr...

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 Wrap/platforms

Poor platform service 'significantly' affects 54% of advisers

Poor platform service 'significantly' affects 54% of advisers

Exclusive: Down from 80% the previous year

Jenna Brown
clock 02 December 2025 • 2 min read
Mark Sanderson: Getting to the point of platforms

Mark Sanderson: Getting to the point of platforms

'Platforms are there to serve investors'

Mark Sanderson
clock 28 November 2025 • 4 min read
How is tech changing platform asset migration?

How is tech changing platform asset migration?

'Every transfer should be compliant, transparent, and in the client's best interest'

Tom Mullaly
clock 17 November 2025 • 4 min read