Making the most of it

What are the key things advisers should look for when choosing a platform? First and foremost, proven scalability and reliability. Has this platform already shown it can work smoothly when there are thousands of users online and multi-million-pound daily transaction flows? Some newer platforms simply don't have that scale yet, so you and your clients are effectively a guinea pig for stress-testing their technology as they grow. Will the platform integrate easily into your existing back office technology? Does it offer the tools, functionality and investment choice you want to use now an...