Our commitment to building long-term relationships with advisory firms has earned us a number of industry accolades.
AdviserAsset's key success factors
Interview with Colin Turton, Director of AdviserAsset
In this short video, Colin Turton discusses the critical success factors taken into account when giving a platinum rating to a platform. He also talks about the advisers' views on a range of subjects.
AdviserAsset assessed each platform across nine key areas covering:
- The price competitiveness of platforms, taking into account the funds that advisers are using and the total cost of ownership
- The extent to which platforms deliver features and functionality most valued by advisers
- The quality of the adviser experience in using the platform technology, and the quality of service and support provided to advisers
- The level of confidence that advisers have in the stability of each platform.
Platforum is a research company specialising in investment platforms and the retail distribution of investments within the UK, Europe and Asia.
In February, Platforum announced the winners of the 2018 Platforum Awards, recognising excellence among platforms and propositions that are influential in the distribution of investments.
Rodolfo Crespo, the Associate Research Director at Platforum, on the occasion, commented:
FundsNetwork seem to be ahead of the game in the eyes of asset managers across Europe and in the UK respectively.Rodolfo Crespo, Associate Research Director at Platforum
Platforum's work covers the adviser platform and direct-to-consumer (D2C) markets, including both the platform providers and platform users.
It also conducts research about the fund distribution landscape to help providers with strategy, market intelligence and proposition development, as well as providing insight on the fast-changing retirement market.