Advised Platform Profitability Guide (2015): Cracking Under Pressure
Publication Date: October, 2015
The guide is a detailed analysis of the profitability of advised platforms over the last 4 years.  It covers 23 major adviser platforms, who together account for more 90% of the total AUA in the adviser market.

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The report covers the following;

  1. Key Profitability Metrics – Assets under administration (AUA), revenues, profits/losses, yield on assets and profit/loss margin over the last 4 years
  2. Profit and Loss Account Reserve to see who’s got a hole in their books.
  3. Market Overview, including M&A activities, technology outsourcing and the implications of ‘re-platforming’ for adviser businesses and clients assets.
  4. And the infamous FinalytiQ Platform Profitability Ratings are back! Yup, that’s right… TM! We rated 23 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.

The events of the last 12 months have demonstrated the profitability is a key dimension in the platform due diligence  and this guide help advisers assess the long-term viability of their platform partners.