Wrap/platforms

'There are firms that are trying to buck the trend'

Record outflows plague advised platforms in 2023

Established through collaboration with SEI and Benchmark

The financial planning firm has launched CP Accelerate

Nearly 40% last worked with a new platform more than five years ago

Where are the areas where we need to give due diligence a good hard stare?

Added more than 50,000 platform customers

Continuous innovation in platforms is essential

To provide advisers with ‘market-leading level’ onboarding efficiency

Some 88% of advisers have apologised to clients on behalf of a platform