Platforms and planning technology
We're surveying financial advisers, paraplanners and other support staff about the platforms you use and how well these platforms support your firm and your clients. We’re also exploring how firms are leveraging technology to deliver advice and streamline operations, including what systems are in place, how you use them, and where there’s room for improvement.
Those who complete the 10-minute survey can download a free copy of the latest edition of Platforum's Choosing an Adviser Platform 2024 report, which supports platform selection and due diligence. In addition, you will be eligible to enter a prize draw to win one of four £50 Amazon vouchers*.
For more information please contact Lottie Bussell-Ahern.