Advised Platform Guide (2016): Who Says Elephants Can’t Dance?
Publication Date: November, 2016
The 2016 edition of the Advised Platform Report is the most comprehensive analysis of advised platforms you’ve ever read.  It includes extensive data and critical analysis of the financial performance of 26 advised platforms who together account for more than 95% assets of the advised platform sector.

The report includes;

  • Analysis 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 £
  • Platform Survival Matrix, to help advisers assess the long-term sustainability of platforms.
  •  Key insight on re-platforming, technology, consolidation and their likely impact on advisers and clients.
  • Key productivity metrics including revenue per client, revenue per staff to benchmark platforms and support their business planning.