Next generation platforms:

transforming wealth management

This research paper looks at the new phase of the platform market – Platform 3.0 – which will transform the management of wealth, to the benefit of consumers and the businesses that serve them.

Platform 3.0 –
the next generation

Platform 3.0 – the latest phase in platform development – will see platforms cease to be treated like products and re-imagined as comprehensive investment administration services.

Services will be simultaneously aligned to the needs of advisers and their customers, enabling advisers to consolidate assets onto fewer platforms, aiding efficiency and streamlining decision-making.

An advice firm will employ a single platform that meets its clients’ needs, rather than separately picking an off-the-peg solution for each individual client.

For some firms, this will extend into running their own platform, taking far greater control of the value chain, designing propositions that are efficient for the advice firm and provide greater value for money to their clients.

This paper explores the key characteristics of Platform 3.0, exploring these themes.

This research paper has been sponsored by SS&C. Platforum’s research into the topic consisted of in-depth interviews with financial advice companies and discretionary fund managers (DFMs) as well as its own proprietary research.

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