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

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 (plat)FORM GUIDE - Issue 2, May 2010

Front CoverThe second instalment of our quarterly research into platforms has now been published. 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.

New data this quarter includes Net and Gross sales splits from the platforms and industry feedback to the FSA's Discussion Paper on Platforms from CEOs and Directors of leading platforms, life companies, asset management houses and IFA groups as well as updated examinations of 19 platform operators with IFA user feedback; overviews of assets and growth and our 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.

Teenage Kicks

Posted in Articles — Fri, 23/07/2010 - 13:07 — Freddie Findlater

Senior structural changes at the heads of most of the big platforms over the last calendar year have really highlighted, for me, the end of an era. From 2000 to 2010, platforms were smaller businesses and many of them were run by people with an entrepreneurial streak, spotting the next big thing and genuinely believing they had the mechanism and the opportunity to offer clients a better deal. Platforms were almost maverick – the money-sucking start-ups seen by many directors to be all hot-air and quite literally a waste of time.

The Aberdeen UK Platform Awards dinner - VOTE NOW!!

Posted in Articles — Wed, 23/06/2010 - 10:13 — Freddie Findlater

UKAwards The Aberdeen UK Platform Awards dinner is the only event dedicated to excellence and achievement in the investment platform sector. All platform providers will be there, all hoping to win a prestigious award.

If you are an adviser and you use platforms, we want your opinion. After all, you have carried out due diligence, you have made your selection and you now have the most valuable commodity of all - user experience!

Synaptic Comparator Adviser Briefings - June and July

Posted in Articles — Wed, 02/06/2010 - 16:50 — Freddie Findlater

synaptic To support the launch of Synaptic Comparator from Capita Financial Software, a series of adviser briefings will take place throughout the UK in June and July. Each event will be hosted by leading platform providers and national advisory networks to introduce the new tool to the marketplace.

Latest research shows over £101bn in UK platforms at the end of Q1 10

Posted in Articles — Thu, 27/05/2010 - 12:38 — Freddie Findlater

fc “The first quarter of 2010 saw total platform AUA increase by 10.7% with with all bar two major plaforms reporting a higher AUA growth rate by % than in Q4 last year. Praemium, Nucleus and Novia grew at the fastest rate by percentage based on reported assets.”

Syndicate content