What can we do for you?

The Platforum works with platform providers, product providers, asset managers and distributors to provide help and advice with research, product development, marketing and strategy. Have a look at the services we offer and some client feedback.

  • We’re building a platform. Are we doing it right?
  • I’m researching platforms and their users and need some data and insights.
  • We need to increase adoption of our platform. Help!
  • We’re trying to choose a platform to use. Which is the best?
  • We distribute via platforms. Are we optimising this relationship?
  • I need to learn about platforms. Get me up to speed.

Platform Analysis Tool - PAT

The popular PAT has succumbed to vanity and is currently in a Swiss clinic undergoing some extensive cosmetic surgery. Any subscriber wanting to access the detail included in the Platform Analysis Tool which provides data, facts and figures on some 12 leading IFA platforms can visit PAT's page and download the data in Excel format. The new Botoxed PAT will be back later in the year.

THE (plat)FORM GUIDE - Issue 1, February 2010

Platform Guide Issue 1 On 24 February 2010, we published our first quarterly research into platforms. Our aim is to present current, topical data in an easy-to-digest format that pulls together input from IFAs, industry commentators and providers alike. Key sections include a page for each platform with key data and IFA user feedback; interviews with platform CEOs; overviews of assets and growth and our new platform benchmarking chart. Log in and check out the flyer for more details...............

Have you registered yet?

Registered users have access to additional content and features. If you haven't already, register now . All users get access to the most up-to-date news stories from the industry press, PAT - our platform analysis tool, our weekly updates on the platform world and regular articles, features and editorial on issues affecting retail distribution. IFAs get additional access to our exclusive IFA Platform ratings service to see what other IFA platform users have to say about the services they currently use. To request access to the IFA only content, drop us a line with your username (the e-mail address you supplied when registering on the site) and your FSA number. There is no charge for registration.

Employee Benefits Platforms

Posted in Articles — Thu, 04/03/2010 - 3:58pm — Holly Mackay

EBPs The Platforum have produced a white paper dated March 2010 which takes a look at this emerging part of the platform market. The paper reviews lessons to be learnt from IFA platforms, what the employee and employer needs are and what 'building blocks' are available today to launch such a platform. Are these platforms a lot of hot air or the next big thing? Thanks to our sponsors of this white paper - GBST, Logica and Staffcare.

Guest Email: Paul Bradshaw, Chairman, Nucleus

Posted in Articles — Fri, 05/03/2010 - 1:16pm — Freddie Findlater

Paul Bradshaw Today’s guest commentator is Paul Bradshaw, Chairman of Nucleus. The following views are his personal views and not necessarily those of The Platforum. Thanks to Paul for his contribution.

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