3-in-1 DueDil Combo (Small Firms) – £850.00, Advised Platform Report (Large Firms/Provider) – £3,000.00, Advised Platform Report (Small Firms) – £300.00
£300 – £3,000 +VAT
The 2016 edition of the Advised Platform Report is the most comprehensive analysis of advised platforms you’ve ever read! No, really.
It’s packed full of extensive data and critical analysis on the financial performance of 26 advised platforms who together account for more than 95% assets of the advised platform sector. The report includes;
Key productivity metrics including revenue per client, revenue per staff inform providers’ strategy and business planning.
For small adviser firms (less than 10 RIs), there are 2 options.
For Platforms/Providers/Large advisory groups (10 or more RIs):
If you want to distribute the report for your adviser community, we’re more than happy to talk about that. Get in touch. Where an advisory firm is part of the same group as a provider or asset manager, the provider’s rate applies.
If you are unsure which rate applies to you or you prefer us to invoice you directly, please email: firstname.lastname@example.org.
(Note that VAT would be added to the prices displayed below)