| Are you managing your clients' assets on multiple platforms? Perhaps some of your clients' assets are administered manually? Our latest research in conjunction with Investment Trends shows that over 20% of clients' assets are managed off-platform, with direct shares, term deposits and property the assets most commonly held off-platform. Over 59% of advisers are managing assets off-platform, spending double the time reporting on these assets compared to those held on-platform. This is not only impacting business efficiency but also the wealth management experience investors are receiving. In our ebook 'Bridging the Platform Gap' we present the latest research on: - how advisers are managing client assets on and off-platform
- the impact of the 'platform gap' on advisers and their clients
- the advice business profitability challenge
- the perceived barriers for platform usage in meeting all client requirements
- the potential solution for achieving a single platform aspiration.
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