/Platforms

Platform Market Scorecard, Q2 2017

The lang cat's Platform Market Scorecard gives you the skinny on everything you need to keep informed on a regular basis on what is (and isn't) happening in the ever-evolving sphere of adviser platforms.

The lang cat’s Platform Market Scorecard gives you the skinny on everything you need to keep informed on a regular basis on what is (and isn’t) happening in the ever-evolving sphere of adviser platforms.

Here’s a high-level summary of what’s in the Q2 edition:

  • Macro and micro market trends
  • What each platform has developed in the quarter
  • Market sizing: (AUA, gross inflows, net inflows)
  • Pricing: this quarter, we shine a light on the cost of running portfolios containing ETIs
  • Proposition: how we rate each platform across the 11 core areas of proposition and this quarter we take a deep dive into ISA functionality
  • And a good bit more than that too within its 24 pages

Each quarter, in addition to covering all the core trends, market changes and data, we’ll assess in detail some specific areas of the market. In Q2 it was ISA functionality and the cost of running ETI portfolios. There’s no shortage of things on our list for the coming year, but we’re also open to suggestions.

You know how to get in touch.

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The meaning of value

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We’ve worked together with Royal London to understand what customers actually value.

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

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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.