Advisers emphasise platform services after 2018 re-platformings

Service key for advisers

Tom Ellis
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"Our research suggests that at a time when platforms are increasingly adding more tools and bells and whistles, what advisers really want is for them to get the basics right and deliver decent service" - CoreData's Craig Phillips
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"Our research suggests that at a time when platforms are increasingly adding more tools and bells and whistles, what advisers really want is for them to get the basics right and deliver decent service" - CoreData's Craig Phillips

Financial advisers are attaching "significantly" more weight to the service platforms offer, rather than associated "bells and whistles", according to a survey of almost 1,000 advisers.

CoreData Research's annual survey of the market found a quarter (25%) of advisers said platforms' service was the most important driver of satisfaction, compared to just 6.7% in the same survey in 2018....

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