Platforum for Advisers

Platforum’s Choosing an Adviser Platform guide, in association with Money Marketing, is designed to help advisers’ make intelligent decisions on which platforms best suit their clients’ needs and to help advice firms to conduct effective due diligence. Platforum is pleased to announce that our Choosing an Adviser Platform guide is now available to buy from MoneyMarketing.co.uk.

This guide will help you to make informed decisions about platforms.

It includes:

  • Platforum’s opinion on the strengths and weaknesses of adviser platforms
  • A pricing directory with data on 20 platforms
  • The tools, investment choices and tax wrappers available on the major platforms
  • Platforum’s User Leaderboard based on feedback from over 10,000 advisers
  • Analysis of how each platform’s pricing stacks up for portfolios of £50k, £100k, £200k, £500k and £1m
  • Guidance on how to identify the best value propositions for clients
  • Over 50 pages of content

Click on the button below to be redirected to Money Marketing to find out more and purchase your copy.

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