Picking a platform: 
Not an easy thing to do

clock

Ten leading platform commentators were locked in a room last month to debate the future of the market. In the last of a three-part special, the team dissects the ways distributors select and use platforms.

AT8 has long been a fan of Sense’s approach to helping adviser firms create a platform strategy and we were pleased to have Sense managing director, Tim Newman, give the group a case study of how distributors can build a clear strategy and client proposition. In essence, Sense helps its members create an investment proposition and client agreement and then align the platform strategy to these. Selection process Sense starts off the process for members by carrying out due diligence on key decision criteria such as financial strength and longevity. It then works with the members to co...

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 Wrap/platforms

CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read
Bravura returns to profitability in H1 amid business 'reset'

Bravura returns to profitability in H1 amid business 'reset'

Platform technology provider gross revenues up 7.4% in first half

Jenna Brown
clock 20 February 2024 • 1 min read