Wrap/platforms

Three things that make platforms stand out to advisers

Wrap/platforms

Three things that make platforms stand out to advisers

Continuous innovation in platforms is essential

clock 05 December 2023 • 4 min read
Seccl and Moneyinfo develop new client onboarding integration

Wrap/platforms

Seccl and Moneyinfo develop new client onboarding integration

To provide advisers with ‘market-leading level’ onboarding efficiency

clock 24 November 2023 • 2 min read
Nearly all advisers say poor platform service impacts their daily work

Wrap/platforms

Nearly all advisers say poor platform service impacts their daily work

Some 88% of advisers have apologised to clients on behalf of a platform

clock 23 November 2023 • 3 min read
Quilter Cheviot MPS launches two strategies on external platforms

Wrap/platforms

Quilter Cheviot MPS launches two strategies on external platforms

The investment manager launches Cautious and Defensive portfolios on adviser platforms

clock 22 November 2023 • 1 min read
Novia transforms into 'Wealthtime' in group-wide rebrand

Wrap/platforms

Novia transforms into 'Wealthtime' in group-wide rebrand

Both Novia and Wealthtime are now under one single group brand

clock 20 November 2023 • 1 min read
ESG criteria declines in importance for MPS providers

Wrap/platforms

ESG criteria declines in importance for MPS providers

ESG availability and suitability drop as key features of a ‘good MPS provider’

clock 17 November 2023 • 1 min read
Embark CEO: 'We are listening to adviser platform demands'

Wrap/platforms

Embark CEO: 'We are listening to adviser platform demands'

CEO Jackie Leiper lays out group ambitions

clock 01 November 2023 • 1 min read
AJ Bell sees £4.2bn net platform inflows against 'challenging' backdrop

Wrap/platforms

AJ Bell sees £4.2bn net platform inflows against 'challenging' backdrop

Platform reported record AUM of £70.9bn

clock 19 October 2023 • 2 min read
Transact reports gross flows of £1.5bn in Q4 as adviser users increase

Wrap/platforms

Transact reports gross flows of £1.5bn in Q4 as adviser users increase

Transact parent company IHP reports ‘resilient’ flows for Q4

clock 18 October 2023 • 2 min read
Quilter platform upgrade streamlines link to third-party software

Wrap/platforms

Quilter platform upgrade streamlines link to third-party software

Designed to make advisers' processes more efficient

clock 12 October 2023 • 1 min read
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