NOW TAKING THE GRUNT WORK OUT OF YOUR PLATFORM DUE DILIGENCE.

Our long-talked-about and even-longer-thought-about REG TECH Platform Analyser tool is now live. Find out more and register for a free seven day trial here.

“Platform Analyser has already helped us with quick price and proposition comparisons and will make our due diligence process much more efficient. It doesn’t come for free but when I saw how much it costs, I didn’t think twice about signing up.”

Richard Allum, The Paraplanners

We’ve opened the doors to our quarterly platform ratings.

If you’re an adviser or paraplanner we’d love to hear your views on all your favourite (and not so favourite) platforms.

HAVE YOUR SAY ON PLATFORM SERVICE HERE

THIS IS WHAT WE DO

We make the complex simple. If you know your stuff, your audience and how to bring the two together, complex has no place in the end result.

We work with providers and financial advisers across advised, direct, robo, investment and life companies.

We get new propositions off the ground, breathe life into strategy and communicate it all in a way that works.

We blend consultancy and strategic communications like no-one else.

LATEST PUBLICATIONS

Making the complex simple is at the heart of what we do! and the many reports we publish are proof of that. Our guides to both the advised and direct platform markets are packed full of data, commentary, analysis, pricing heatmaps, high-end cat images and the occasional rogue pun. We’ve also published standalone reports on platform pricing, investment outsourcing, the retirement savings market, withdrawal products and more. Lots more! We even give some of them away for free, and there’s plenty more on the way. They’re all 100% genuine lang cat and they’re all right here.

The Value Myth: State of the Platform Nation

value myth 3

OUR RECENT PURRINGS

If there’s one thing we’ve always got to spare, it’s an opinion. We like telling people what we think. If something’s going on, this is where you go to get our take on it.

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