/Platforms

Q3 2024 Platform market scorecard

The Q3 2024 version of our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives.

This edition’s special section: The Budget and Beyond – A regulatory round-up

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter. In particular, it covers platforms and DFM model portfolio services.

  • The place to go for individual wealth analysis
  • Published in March, May, August and November
  • Quarterly business performance update for advised platforms, and the direct to consumer and MPS markets.
  • Each edition contains proposition updates, regulatory radar and a special analysis.

Note: The platform market scorecard is available to platforms and providers only. For advice professionals, we create the Adviser Briefing, published just after the market scorecard. This is only available on Analyser. If you’re a platform or provider and you’d like to find out how to access the market scorecard, please contact us.

Analyser users can access the Adviser Briefing as part of their subscription. Find out more about how an Analyser subscription could help you.

/ Additional reports

The meaning of value 2024

Our second wave of research with Royal London looking at how consumers and advisers define 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

Answering the Call

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.