Advised Platform Report 2018

Welcome to the 2018 edition of the FinalytiQ Advised Platform Guide!

It’s safe to say that 2018 will go down as a year of major change for platforms!

Today, we are excited to publish our Advised Platform Guide 2018!

Titled Utopia and Dystopia: A tale of two platform cities, the report is packed with our signature thought-provoking, no-holds-barred insight and data on the financial performance of 28 advised platforms.]

Transact and Nucleus listed on LSE’s main and AIMS markets respectively. AJ Bell is getting ready to go public. True Potential (TP) is reportedly looking for a buyer at a whopping £2 billion valuation! These independent platforms are growing up and making their own way in the world.

Meanwhile, Cofunds, Aviva Platform and Ascentric continue living in their parents’ basements. Alliance Trust Savings (ATS) is on life support.

This has been a tumultuous year for platforms, and that’s putting it mildly. This report provides the most comprehensive analysis of financial performance of advised platforms. It includes extensive data and commentary on the financial performance of 28 advised platforms which 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, P&L Reserve Account over the last five years
  • Summary of valuations and M&A activities for advised platform
  • Key insight on re-platforming, technology and their likely impact on advisers and clients
  • FinalytiQ Financial Performance Rating for 28 platforms and summary factsheets on each provider

The report is designed to form a key part of adviser platform due-diligence. There is a clear regulatory and professional obligation on advisers to consider the long-term viability of platforms in the selection process. This guide provides unparalleled data and insight to help advisers assess the long-term viability of their platform partners.



Our member firms get instant access to all our high-quality research reports and data, specifically designed to support adviser due diligence and selection process. This includes extensive critical analysis, benchmarking and insight on retirement income, investment propositions, providers’ financial stability and key trends in the marketplace.