Supporting advice professionals with platform-to-platform transfers is a key focus of our latest Analyser update, alongside new features to help streamline provider relationships. Moving clients between platforms can be complex and time-consuming. While we can’t control industry-wide transfer processes, we can help advisers better document and justify their platform switching recommendations – especially important under
Tag Archives: platform switching
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Sep
Sep
Subscribers to Analyser can now catch up on the latest edition of Adviser Briefing, covering platform market data for Q2 2024. This includes our market at a glance tables, and a summary of the latest developments across platforms and MPS providers. Subscribers can also catch up on the lang cat’s latest analysis on platform switching