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. |