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Simply the best? Aligning target customers to business model & platform selection

Simply the best? Aligning target customers to business model & platform selection

Embark platform commissioned Altus to assess how the adviser platform market is evolving.

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

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