We are beyond chuffed to introduce the maiden edition of our Economics of Direct Platforms & Robo-Advice Report. Many readers of our annual Profitability Guide for advised platforms, which is now in its second year, have told us it’s a little unfair that D2C platforms don’t come under the same scrutiny as advised platforms. We listened and decided to correct this injustice, so here goes!
WHAT IS IT REALLY?
The report is a detailed analysis of the profitability and financial performance of direct-to-consumer platforms over the last 4 years. It covers 16 major direct-to-consumer platforms, who together account for more 80% of the total AUA in the direct platform market.
The report covers the following;
- Key Financial Performance Metrics -The report includes comprehensive data on the assets under administration (AUA), revenues, profits/losses. yield on assets, profit/loss margin and P&L account reserve of 16 D2C platforms over the last 4 years.
- Market Overview, including M&A activities and insight on critical questions such as how do direct platform stack up in terms of financial performance and profitability?. How has the unprecedented growth in AUA reflected in the bottom-line of platforms? How have platforms faired from financial performance point of view; and how we poised for poised for the future? The growth in the sector hasn’t been without some casualties, as evidenced by the number of consolidation and withdrawal from the market place. Who are the winners and losers going forward?
- Robo advice: With changing retail distribution landscape, robo-advice is all the rage right now. We know that discussions are going on in boardrooms, and banks, providers, asset managers are wondering if robo-advice is the next big thing. So we thought we’ll do a little bit of poking around into the economics of robo-advice, but as robo advice market is still a bit nascent in the UK, we look at the developments across the pond. We looked at the capital funding, AUM, fee model and estimated revenues of top 10 robo-advisers in the US! And we consider the likely implications for the UK market.
- And the infamous FinalytiQ Financial Performance Ratings are back! Yup, that’s right… TM! We rated 16 direct-to-consumer platforms and provide a summary analysis on each provider; who has a chance in the market in the longer term and who needs to get their act together.
WHO SHOULD BUY THE GUIDE AND WHY?
Do you really need to ask? Well, everyone should buy the guide, because it’s a regulatory requirement! *coughs* OK, we’re messing with you, it isn’t but obviously… we think it should be. 🙂
Seriously though, the guide is aimed at these categories of people;
- Platforms: this report offers independent market insight based on robust facts and figures to support business planning and validate strategy. Those who subscribe to our Advised Platform Guide tell us that it’s a great way to keep tabs on their competitors. Of course, those doing well obviously see this as an independent validation of their strategy. As you might expect, they shout about it to their clients, advisers and even shareholders.
- Asset managers, providers and distributors will benefit immensely from understanding the direction of travel in the industry and the potential strengths and weakness of their key partners. For distribution teams, the report provides a key insight to support distribution and marketing strategies by identifying trends in market positioning, as well as the potential strengths and weaknesses of their propositions.
- For banks and asset managers considering investing in direct and/or robo-advice propositions, this report will provide some clarity over the potential opportunity and return on investments, and help avoid ‘corporate disillusionment’ down the line.
- Platform technology providers will benefit immensely from understanding the direction of travel in the industry and the potential strengths and weakness of their key partners.
READY TO BUY?
- £3,000 + VAT (or £2,500 if you buy before 28th February, 2016 – use the discount code ‘earlybird’). For that, you get an electronic version of the guide. Platforms rated in the guide will also permission to use the FinalytiQ Financial Performance Rating in your marketing materials for a year.
- £5,000 + VAT for Advised Platform and D2C Platform Report Combo. For that, you get BOTH our Advised Platform Profitability Guide AND the Economics of Direct Platforms and Robo-Advised f the guide. Platforms rated in the guide will also permission to use the FinalytiQ Financial Performance Rating in your marketing materials for a year.
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