Platform views: Terry Huddart trails his new series on the platform sector

Technology aspect all about preference and efficiency

clock • 3 min read

Ahead of a new series for Professional Adviser in which he will cherry-pick the best elements currently on offer from all the major platforms, Terry Huddart highlights the key differentiators in the sector

This June, the lang cat refreshed its knowledge bank with up-to-date demos of all the major platforms. We are very grateful to the good people at Professional Adviser, who loaned us a room for two days to conduct interviews and kept us topped up with biscuits and quality coffee. We would also like to say a big ‘thank you' to all of the platform bods who indulged us, tirelessly answering our battery of questions and performing the demos to the criteria we asked for. In advance of the sessions, we carried out a survey among our adviser panel, asking the question: "What are the most comm...

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