Where are you in the Platform Change Cycle?
Our Advisory mission is to deliver successful investment platforms & solutions for our clients that are compliant, profitable, scalable and launch to market with speed.
With over 7 years’ experience delivering and operating 13 major platforms in the market, we’ve built solid relationships with over 30 platform executives, regularly advising them on the key decisions they make. Our on-going research into the market and the introduction of our Due Diligence service has also helped distributors and advisers to ensure their use of platforms is in line with the FSA’s guidelines.
This means we have in-depth knowledge of the entire value chain and the competitive landscape, providing a valuable benchmarking tool for our clients. We use this experience and information to help platform providers ensure they deliver the right platform service to market and operate it profitably, efficiently and effectively.
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