Platform Report 2021

Field Of Dreams
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Method in the Field of Dreams

The report focuses on the financial performance of the platform businesses, not their parents. We’ve trawled through numerous annual accounts and hundreds of data points to get a good picture of the financial health of the platform sector. And yes, the infamous FinalytiQ Financial Performance Rating is back! We’ve rated the platforms, and provided a summary of the financial health of each business.


Platforms Rated

The Platforms

This report offers market insight based on robust facts and figures to support business planning and validate strategy. Those who bought the guide last year told us that it’s a great way to keep tabs on their competitors. Of course, those doing well see this as an independent validation of their strategy.

What’s Covered

The report also provides analysis of the financial performance of the major advised platforms over the last three years. The platforms covered in this report together account for more than 90% of the total AUA (Assets Under Administration) in the adviser market.

The past year seems to have flown by rather quickly. Blink and you may have missed some of the defining events in the platform space. Fear not, we’ve got you covered. Here we delve into the major shifts in the platform sector and share our thoughts on what the change means.

The pandemic revealed the disaster recovery plan of many platform providers for what it is; the equivalent of an emergency car kit which consists of a tartan blanket, a small box of tissues and a near-empty tin of Victorian travel sweets. Yet miraculously, the sector managed to weather the storm in a much better shape than the rest of the economy.

Indeed, if the deluge of Private Equity (PE) money that has flooded the sector is anything to go on, you’d be forgiven for thinking the pandemic actually gave the sector a bit of a financial shot in the arm. With a surge in retail share trading and increasing demand for advice amidst the economic uncertainties and market volatility, it is not surprising to see an increase in M&A activities in the platform sector. It might just be a coincidence, of course, but PE investment is a sign that the platform sector is once again ‘a field of dreams’.

And that’s because there is a new generation of dreamers, namely the new crop of corporate managers and their PE backers. The charismatic founders are now virtually all out the door, making room for corporate managers to take up the reins.

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Note*Betafolio advisers can get a free copy of the report via ControlCentre. By accessing this advisers must agree not to pass the report to anyone else or share the report.