For the second year in a row we provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. Perhaps unsurprisingly, the findings have not improved much since last year. This report has a special focus on transfer times, a particularly frustrating pain point.
The findings here show an industry that – as a whole – is not functioning at all well for its adviser customers. The data tells us that a massive 95% of the advice profession have had to apologise to clients because of poor platform service, and that 82% say poor platform service has a significant impact on day-to-day working lives.
The report is free to download thanks to the generosity of Parmenion.
You can sign up for the webinar to find out more on the report here. December 10 at 10am with Steven Nelson from the lang cat and Sarah Lyons of Parmenion.
