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 watch the webinar to find out more on the report here.
