Adviser Platform Guide

Platforum’s research with adviser platforms and financial advisers is updated quarterly in the Adviser Platform Guide. The report provides insight into trends in the adviser platform market and analysis of platform performance based on AUA and sales data; helping firms assess how the market and individual platforms are evolving.

Our subscribers include fund managers, platforms, technology firms, larger distributors and product providers. Insights are delivered through reports, analyst briefings and online presentations.

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Adviser Platform

Subscription to Platforum research allows firms to benchmark themselves against competitors and the wider industry and to keep abreast of market trends and changes. Our insights help firms with strategy, market intelligence and proposition development. Our annual subscription packages keep our clients up to date on trends and changes in the market.

Our research reports are supported by analyst briefings hosted in our offices where subscribers hear directly from the analysts and can discuss the results with other industry leaders. We host subscriber-only webinars to allow for wider access to our content within our client-firms. Subscribers also have access to bespoke briefings, tailored to meet the individual goals and audiences.

Briefings

Each quarter, subscribers to our research are invited to attend an analyst briefing in our offices to review the latest findings and to discuss trends and changes with peers.

The briefings provide an overview of the research findings but also provide additional insight behind the results.

“Platforum market reports are becoming increasingly invaluable, but equally are the Briefings provided in tandem. The D2C briefing gave us a quick march through the vital statistics of the report, followed by a well led discussion on both the facts and possible reasons for changing consumer trends.”

Rob Hudson

Head of Business Development (Direct)

Aberdeen Asset Management PLC