Platforms

The bell curve of client banks

Follows Oliver Wyman’s and Clearstream’s private markets whitepaper

CGT optimisation, cash management, reporting noise cited as issues

Despite outflows hitting record highs amid pre-Budget rumours

Defaqto identifies gap between top two and rest of market

'Platforms have been firmly in the middle of this proliferation'

Improved retention across the adviser channel

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

Woven’s system analyses platform and back-office data

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