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 in the New Year.

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.

Platforms continue their steady rise in Q4

In an exciting World Exclusive (oh come on – if you don’t blow your own trumpet, who else will!) The Platforum can announce that IFA platform assets rose to £91.7bn as at 31 December 2009, representing a rise of 7.9% for the quarter. Not quite the meteoric rises we have seen over some quarters but (to use a very crude metric as a benchmark) with a FTSE rise of some 5%, it’s still a respectable growth figure for a Christmas quarter where we know most people packed up shop mid-December in the snow and general exhaustion of a tough year!

One platform has suggested that running costs of 40bps with a margin of 20bps makes 60bps a realistic cost for the service.

Clients will pay 60bps for a full wrap platform if the service is good and efficient
46% (26 votes)
I don't see why clients should ever pay more than 40bps for a platform
26% (15 votes)
I'd rather a no-frills outsourced admin solution for 20bps - IFAs can provide the service and the tools etc
26% (15 votes)
Other - please add a comment
2% (1 vote)
Total votes: 57

Stochastic Modelling Tools: An (amateur) Hitchhikers Guide to this Galaxy

HitchHikerWe held a stochastic modelling seminar in October 2009 to debate and review the topic:

“This House believes that stochastic modelling tools are the best way to deliver financial advice to clients via intermediaries and that these tools must be a core part of any platform proposition.”

The attached paper provides an overview and includes input from the tools providers, actuaries, compliance experts and IFA businesses.

NEW - The (plat) Form Guide - Preview Issue

How much was there on IFA platforms in the UK as at 30 Sep 09? Which platforms rule the roost and who is growing the most quickly? What do IFAs think about platforms? Take a look at this Preview Issue of our new platform research, available free of charge to all Platforum subscribers (you'll need to log in to see it) . Let us know what you think - we hope you find it useful.

Discretionary Investment Management Seminar - The Platforum, Raymond James and threesixty - 2nd Feb 2010

The Platforum have teamed up with threesixty and Raymond James to offer IFAs a half day seminar examining the practicalities of delivering discretionary investment management to clients.

Please see our events page, or sign in and click on the attachment below

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