How does your wrap or platform rate?

The latest analysis from the Finance & Technology Research Centre (F&TRC) looked at eight different services, benchmarking them on all the adviser-facing areas. It included over 9,000 questions, covering 150 areas including cash accounts, benefits statements, transaction history, re-registration facilities and tracking facilities. The survey was formulated after extensive discussions with advisory firms about their needs and expectations from wraps and platforms and each provider was measured against the same objective scoring model. Ian McKenna, managing director of F&TRC, said: "...