Platforms
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
The lang cat adds tool for advisers to evidence platform switching
There’s a ‘dearth of support’ for advisers working in this environment
Investment | 30 Jan 25
ARC launches benchmark tool to give IFAs ‘clarity’ on MPS performance
The Indices will launch with approximately 500 models from more than 70 investment managers
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
The II & IA Global Advice Study 2024-2025 interviews – Ardan International
We discuss some of the findings in our International Platforms Survey




