OMG, OMW! WHEN REPLATFORMING ATTACKS.

One of the running sores of the platform industry, for a long time, has been replatforming. This is a typically abstruse[1] term coined by the industry for moving the underlying assets on a platform from one technology firm to another. Sound simple? Well, itâ’s not. I’ve been fond of saying for a while that ‘there […]

OMG, OMW! WHEN REPLATFORMING ATTACKS.

One of the running sores of the platform industry, for a long time, has been replatforming. This is a typically abstruse[1] term coined by the industry for moving the underlying assets on a platform from one technology firm to another. Sound simple? Well, itâ’s not. I’ve been fond of saying for a while that ‘there […]

Aviva and FNZ up a tree, R-E-PLAT-FORM-I-N-G

Just a quick few thoughts on the news from Aviva today that it plans to migrate its platform from Bravura to FNZ. For those not intimately involved, Bravura and FNZ, along with GBST (disclosure: GBST is a client of ours) are the three big beasts of outsourced platform technology in the advised space. IFDS is […]

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.