Platforms on a page - now inside Analyser

written by Natalie Holt

Monday, 22 May 2023

Platforms have always been our heartland, and our annual State of the Platform Nation reports reflect that.

Within the report, our set piece section is Platforms on a Page – individual reviews with everything we think you’d want to know about that particular platform.

This year we feature 22 platforms. There are four who don’t share business performance with us (Fusion Wealth, Credo, Platform One and Fundment) so they get commentary but no standalone page.

For the rest, we distil the important numbers and trends for each platform onto – you guessed it –  one page.

This includes:

·       Basic business info, including AKG financial strength rating and core technology used

·       Market share

·       Profitability

·       Flows

·       Advised AUA

·       Advised gross and net flow, mapped against any interesting/important platform milestones

·       Adviser feedback taken from our regular platform ratings

·       The lang cat’s unfiltered views on how that platform has fared over the past year

Platforms on a Page has always been (and continues to be) available as part of the full SOTPN report which sits inside the insights & help section.

To help with your platform comparisons, we have now pulled out the data so you can access it from each platform’s listing in the directory.

To access this, choose the platform you want to read up on from the directory, go to ‘quick overview’ and navigate to the ‘platform on a page’ section where you’ll find the latest relevant analysis.