Selecting a Platform that is right for your clients and your business is key decision for you to make.
Below is a brief guide to the matters you may wish to consider.
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You may want to consider the list below as part of this process:
Terms & Conditions –
do they fit with your business and client proposition?
how much does the service cost and is it cost effective for your clients?
Range of funds –
does the platform provide you with the full range of funds to offer best advice?
Range of asset classes –
does it give you a wide enough range of asset classes to meet your clients needs?
Does it offer ETFs and shares for example
is the platform available 24 hours a day, 7 days a week? Can you access it online?
Can your clients access the platform?
Compliance requirements –
do you have the information you need?
Is there an easily accessible audit trail of each transaction?
What reports are available?
Business risk –
how does the platform ensure you and your clients are not exposed to additional risk?
Client risk –
is a platform right for you and your client segments?
Could you meet their needs in other ways?
Conflict of interest –
is the fund choice unrestricted and not biased towards a Provider?