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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