Platforms

Advisers, business owners and paraplanners share their thoughts

‘It's really time consuming to do it on an individual firm basis’

‘Some platforms have improved whilst others having more problems’

To support evolving business models in advice businesses

Comes after its platform overhaul last year to better serve advisers

CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference

Robotic process automation removes need for client by client process

PA talks to industry experts on the future of adviser-owned platforms

‘Why would we want to take on all that headache and work’

Adoption of platforms is ‘slowing but growing’