It’s here! Advised Platform Report 2016!

It’s here! Today, we published the 2016 edition of the Advised Platform Report!

It’s the most comprehensive analysis of Cover Front 3D2advised platforms you’ve ever read.  It’s pack extensive data and critical analysis on the financial performance of 26 advised platforms who together account for more than 95% assets of the advised platform sector.

The report includes;

  • Analysis of key metrics including AUA, revenue, pre-tax profit, pre-tax profit margin, yield on asset, P&L Reserve Account over the last 5 years.
  • FinalytiQ Financial Performance Rating for 26 platforms and summary factsheets on each provider
  • Platform pricing charts in % and £
  •  Key insight on re-platforming, technology, consolidation and their likely impact on advisers and clients.
  • Platform Survival Matrix on the long-term sustainability of platforms. Is your platform an industry ‘Leader’ or is it a ‘Lost Cause’? Is your platform a ‘Niche Player’ or is it a ‘Non Starter’? It’s all in the report. 

To get the full report, head over here



 

To get the full report, head over here

 

To download a free excerpt of the report, please give us your details below and we’ll send you a copy;

 

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Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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Advised Platform Report (Free Excerpt)

Download a free excerpt of the Advised Platform Report (2016) to gain insight on financial performance of platforms.

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