3-in-1 DueDil Combo (Small Firms) – £850.00, Advised Platform Report (Large Firms/Provider) – £2,999, Advised Platform Report (Small Firms) – £299
£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;
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.
For Platforms/Providers/Large advisory groups (10 or more RIs):
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 firstname.lastname@example.org.
(Note that VAT would be added to the prices displayed below)