Advisory platform evolution: Going in-house for greater control

The promise of tech has not been fulfilled in retail investment

clock • 3 min read

In his first PA column of 2023, Tim Sargisson looks at the evolution of technology and platforms...

Ambitious investment businesses now have an opportunity to leverage the technology available to them to become vastly more efficient. With all the focus on Consumer Duty and the Christmas and new year break, it was easy to miss Platforum's December white paper - Next generation platforms: transforming wealth management. Over nearly 30 years, platforms have transformed how we transact retail business. The days of individual application forms and clients writing separate cheques to single providers are long gone, replaced by a single point of contact and the ability in those early days ...

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