A bright future for platforms

It is well known that platforms have always had the potential to streamline and improve how the adviser carries out business. Being able to assess all of a client’s assets in one place and obtain up-to-date valuations more quickly than ever before enables the adviser to forge a closer working relationship with the client and assess their needs in a more holistic way. While such an approach can pay real dividends in all areas of the advice process it is especially important in the retirement arena. Being able to see a client’s assets in their entirety can have a huge impact on the retire...