Advisers face growing pressure to justify platform switches - The Lang Cat

Analyser update to support evidencing platform switches

Sahar Nazir
clock • 1 min read

The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser regulatory technology software.

The feature includes templated justifications for switching platforms, offering advisers a structured framework to support their recommendations. These templates can be adapted or overridden. Analyser enables advisers to generate reports at firm level or for specific clients. Another addition to the platform is a ‘Provider Introduction' feature, allowing advisers to directly contact providers they have shortlisted based on their research. With increasing asset transfers between platforms as the sector evolves, the consultancy said advisers face greater scrutiny under the Financial Con...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA reviewing client categorisation rules to distinguish retail investors from the pack

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

Eve Maddock-Jones
clock 10 July 2025 • 2 min read
Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Wealthtime swings to £10m loss after setting aside £7.5m for legacy asset complaints

Platform firm moves forward with Wipro-led transformation despite fall in profitability

Sahar Nazir
clock 10 July 2025 • 2 min read
PA Awards 2026: Entries for all categories now open!

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

Professional Adviser
clock 09 July 2025 • 1 min read