We are surveying financial advisers, paraplanners and other support staff on the platforms you use and what you think of them - this is your chance to give feedback. We’re also exploring the impact technology and AI are having on advice firms’ delivery of advice and business functions, including what systems and tools are in place, how you use them, and where there’s room for improvement.
Your responses will help the industry to improve services and customer support. All responses will be treated as confidential - nothing will be attributed to you personally or your firm.
Those who complete the 5-to-10-minute survey can download a free copy of Platforum's Choosing an Adviser Platform report, which supports platform selection and due diligence. In addition, you will be eligible to enter a prize draw to win one of four £100 Amazon.co.uk or John Lewis vouchers.*
For more information, please contact Lottie Bussell-Ahern.