Nucleus: Leave pricing till last when performing platform due diligence

The most efficient approach to performing due diligence in platform selection is to first examine the client proposition and consider whether the platform can support it, according to a white paper released by wrap platform Nucleus. "Only then should advisers consider how the platform evidences its regulatory obligations," according to the recommendations. Next they should determine the sustainability of the business model. Service quality and relationship management should then be considered, followed by a review of the tools and functionality of the platform. Pricing should come las...