More advisers use multiple platforms as 'digital-first shift' continues

Asked 661 advisers

Jenna Brown
clock • 2 min read
"The pandemic-fuelled shift to digital-first business models has enabled platforms to further embed themselves into advice practices." - Andrew Inwood
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"The pandemic-fuelled shift to digital-first business models has enabled platforms to further embed themselves into advice practices." - Andrew Inwood

A third of advisers (31%) use three different platforms to manage client assets, Coredata research has found, up from 27% last year.

The survey of 661 advisers, conducted in June, also found 5% of advisers use seven platforms, up from 3% in 2020. Some 15% of respondents added they were looking to increase the number of platforms...

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