Greater integration and the effective use of client data will see platforms become advisers’ primary connection to a vast ecosystem of innovation, says Jenny Davidson, as she explores how the sector and its relationship with advisers could develop over the coming years...
New technology is already accelerating the digital evolution of the financial services industry. Traditionally, platform providers have worked with their partners to offer new products and services to advisers, but this is changing. We must stop viewing innovation as the product and start talking about platforms as the gateway to a more connected world of digital technology. Platforms are designed to help advisers with increasing capacity demands while managing their business and supporting their clients. With the current rate of change, they will evolve and connect advisers to a pote...
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