We speak to many IFAs who are currently wondering how to approach the platform selection process. In response to a large demand, we offer a few tips and pointers here although every IFA practice is different and will have very different service requirements. Click here for the whole document.
A Beginner’s Guide To Platform Selection
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"“The Platforum helped us to manage the process of choosing a platform fit for our business, providing invaluable input and guidance into the due diligence and final section process. This saved us unnecessary meetings and time spent wading through numerous platform marketing pitches which weren’t relevant for us.”"Richard Hill, Managing Director, Monmouthshire Independent Financial Advisers