What can The Platforum do for me?
• We’re building a platform. Are we doing it right?
• I’m researching platforms and their users and need some 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.
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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.
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Meet PAT
Pat is the latest member of
The Platforum team. Our Platform
Analysis Tool will provide IFAs and distributors with
a quick, easy-to-use summary of the major fund platforms
available in the UK.
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Interview with Jason Butler- 25/06/09
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We recently spoke to Jason Butler, founder of Bloomsbury Financial Planning, about his view on platforms and how they can better service IFAs.
Full article
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Interview with Brett Williams- 18/06/09
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We recently talked to Cofunds’ CEO about all manner of things – plans for the future, what’s in store for life companies, model portfolios, platform pricing, pensions transfers, relationships with asset managers, what he thinks they do particularly well, India and Elvis Costello.
Full
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Client Feedback
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“We've seen a number of reports on platforms - the
UK Platform Report is the most detailed and informative, and is one I refer
to frequently”
- Simon Bussy, eBusiness Manager, Zurich
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“An exellent broad-based conference with an
abudance of industry knowledge and meaningful debates. In crouded
space, much the best all-round platform conference at present.”
- David Moffat, Director, IFDS
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“The report is pitched exactly at the level I was hoping and provides
an excellent independent perspective on the opportunity. I'm also very grateful
for both the comments regarding the proposition's features and the wider global
context. Thanks for an excellent piece of work”
- Adrian Bond, Head of Investment Products,
Royal Liver Group
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“Holly’s vast experience and huge range of contacts
moved our business swiftly from first base to that of having a significant
number of high quality connections across a selection of locations we were
targeting in Europe. Holly understood our business needs and put us in touch
with the right people in the right businesses. Holly provides the first step
for a business setting up new distribution channels who don’t want to waste
time and money trying to find quality contacts themselves”
- Steven Brown, Head of Fund Wholesale,
Principal Global Investors (Europe) Limited
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