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...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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