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

More on Platforms

'More competition' for platforms to be chosen by consolidators

'More competition' for platforms to be chosen by consolidators

FCA’s advice/guidance boundary review also a big theme

Isabel Baxter
clock 18 September 2025 • 5 min read
FNZ and AJ Bell extend partnership with ten-year agreement

FNZ and AJ Bell extend partnership with ten-year agreement

Firms have linked up since 2009

Isabel Baxter
clock 17 September 2025 • 2 min read
7IM launches platform reporting upgrade in bid to bring adviser tech up to 'Monzo-era' standards

7IM launches platform reporting upgrade in bid to bring adviser tech up to 'Monzo-era' standards

Exclusive: Redesign will be ‘one source of truth’ for advisers after complaints of ‘clunky’ systems

Sahar Nazir
clock 02 September 2025 • 3 min read