The most efficient platform spends 6 times less to service £1 of AUA than the least efficient

Investment Platforms

The path to sustained profitability remains unclear for many investment platforms. Squeezed between competitive pressure on margins and the spiralling costs of re-platforming, we have already begun to see consolidation in in the sector.

But there are options to improve efficiency without the need for huge project teams. Focused investment on specific capabilities can make a real impact – whether that be via technology, improved process or specialist outsourcing.

Our PEAK models provide the single most comprehensive reference for pinpointing where a platform can improve, and our cost benchmark provides forensic analysis. We have worked with over 25 firms in the platform sector to improve their efficiency and our own portfolio transfer system (ATG) has transformed the way assets move between platforms.