With many advisers strengthening their due diligence, AdviserAsset’s annual rating offers a clear indication of the industry's view on each platform. Fidelity is very pleased to have achieved a Platinum status for a nine years in a row.
AdviserAsset provides a market leading platform research tool which advisers use to compare products and charges across individual platform providers.
Their rating is based on a number of areas including:
When AdviserAsset allocate ratings, the results are assessed on activity from over 5,000 AdviserAsset tool users, including detailed analysis of 80,000 charge comparisons and 6,000 due diligence reports. AdviserAsset has also analysed over 6,800 responses to surveys of adviser views on platform service quality and their confidence in platforms.
Overview