The 2017 Schroders UK Platform Awards, which will take place at the London Hilton on Park Lane on 26 September, sees the introduction of a new award for the leading platform for discretionary fund manager (DFM) model portfolio services.
The leading providers of model portfolio services are to be asked to vote for the best platforms in this category, taking into account the following criteria: * Ease of setting up the portfolios on the platform; * Quality of training and support provided to ensure the platform functionality and processes are understood by the DFM; * Range of assets and investment types provided for model portfolios; * Ease of rebalancing the portfolios or adding and removing funds; * Quality of the reporting functionality for the DFM; * Quality and responsiveness of support for enquiries a...
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