Advised Platform Report2017

£299 – £2,999 +VAT

Now in its 4th year, Advised Platform Profitability Report is the most comprehensive analysis of financial performance of advised platforms you’ve ever read. It includes extensive data and commentary on the financial performance of 26 platforms which 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, P&L Reserve Account over the last five years.
• Platform Survival Matrix, to help advisers assess the long-term sustainability of platforms.
• FinalytiQ Financial Performance Rating for 26 platforms and summary factsheets on each provider
• Insight on re-platforming, technology, consolidation and their likely impact on advisers and clients.

The report is designed to form a key part of adviser platform due-diligence. There is a clear regulatory and professional obligation on advisers to take into account the long-term viability of platforms in the selection process. This guide provides unparalleled data and insight to help advisers assess the long-term viability of their platforms.

For 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.

For small adviser firms (less than 10 RIs), there are two options.

• Advised Platform Report: £299 + VAT. For that, you will get an electronic copy of the report.

• 3-in-1 DueDil Combo : £849 + VAT. (Combined value of £1,100 + VAT if bought separately) For that, you will get electronic copies of 3 of our most popular reports
  1. Advised Platform Report
  2. The Great Guide to Risk-Rated Multi-Asset Funds
  3. SIPP Financial Stability Guide

For Platforms/Providers/Large advisory groups (10 or more RIs):

• £2,999 + VAT . For that, you get an electronic version of the guide to use within your business only. It must not be shared with anyone outside your firm.

If you want to distribute the report to 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 abraham@finalytiq.co.uk.

(Note that VAT would be added to the prices displayed below)