Platform Survey - Spring 2024

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'd also like to hear about how you run client portfolios.

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 £50 Amazon vouchers.*

For more information, please contact Lottie Bussell-Ahern.

Question Title

* 1. Do you work for a financial advice firm currently operating within the UK?

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