Despite it being two decades since the first platforms launched in the UK, an incredibly high 32% of advisers cite back office administration as their primary business challenge*, and 25% of advisers have changed their preferred platform in the past 12 months**. The paper explores whether clients with simpler needs and smaller portfolios are paying the price for functionality they simply don’t need…
* NextWealth research, 2019
** Defaqto platform report, 2019
When you register to download a white paper we retain your contact details so that we can alert you in future when we are publishing content or hosting an event we believe may be of interest to you.
“Workflow automation and straight through processing are the magic dust. Get this right and low cost, low risk, and high service follow.”
Phil Smith, CEO, Embark
“Simple can be harder than complex. You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.”
Steve Jobs, former CEO and co-founder of Apple Inc.