Adviser platform satisfaction high but call for greater integration

Platforms can also add value with third-party solutions, advisers say

Isabel Baxter
clock • 2 min read

Adviser satisfaction with their platform has reached a “record high” but they have called for greater integration of systems, a study has found.

A recent study of approximately 900 advisers by research firm Investment Trends showed that adviser satisfaction with platforms has reached a "record high", with 80% of advisers rating their overall satisfaction with their platform as ‘good' or ‘very good'. Advisers particularly value continued investment in platform capability, as the research found that 36% of advisers can recall recent enhancements from their primary platform that they consider valuable. Meanwhile, greater integration of systems was cited by more than 50% of advisers as an important way they could improve their bus...

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

Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

More on Platforms

Aberdeen Adviser launches tool to streamline platform transitions for advisers

Aberdeen Adviser launches tool to streamline platform transitions for advisers

'We are in a race around operational efficiency'

Isabel Baxter
clock 07 July 2025 • 2 min read
Majority of advisers put platform and provider choice down to data provision

Majority of advisers put platform and provider choice down to data provision

‘Advice firms need good data for regulatory compliance’

Isabel Baxter
clock 03 July 2025 • 2 min read
Wesleyan launches 'digital-first' platform for its advisers

Wesleyan launches 'digital-first' platform for its advisers

Powered by SS&C Technologies Holdings

Isabel Baxter
clock 18 June 2025 • 1 min read