Etcho: How tech is supporting values-based advice
August 25, 2026
We hear from Etcho co-founder Charlie French on the power of tech to deliver personalised, sustainable investing at scale.
We hear from Etcho co-founder Charlie French on the power of tech to deliver personalised, sustainable investing at scale.
Mark on the latest advised platform market stats, and why advisers should be happy with their spreadsheets.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
