The lang cat’s platform insight package quite simply gives you everything you need to know about advised platforms.

Looking for key stats on gross and net flows, wrapper splits, customer numbers and AUA? It’s here. Want to drill down into proposition detail? It’s here in more depth and presented more accessibly than anywhere else. And want to know how platforms are addressing the issues of the day? You’ll find that too.
From top to bottom, our insight package will improve your life if your job is either working in or observing the retail investment sector in some way. (Your working life anyway; we can’t help with your other problems.)

The lang cat’s platform insight package is already informing analyst notes, board strategy packs, distribution strategy, competitor research and proposition design across the industry. We’d like to do the same for you.

WHIPPED INTO A FRENZY OF PURCHASE INTENT ALREADY?

We thought so. Call Mark on 0131 202 5990 or email mark@langcatfinancial.com and we will sort you right out.

But if you need a little more convincing, there’s more detail just below the cat.

Advised Platform Guide

Frequency: Annual

60 pages of:

  • The Market in Five Charts: the story of the last year in the platform market.
  • Platform reviews: including business performance data and our view on the past year.
  • An in-depth reference section on regulation covering MiFID II, PROD and IPMS.
  • Pricing analysis: including multi-wrapper portfolios and book-level pricing examples.
  • The lang cat’s Trust Manifesto: the industry needs to do better. Here’s how it can.
  • The lang cat advised platform awards 2018.

Platform Market Scorecard

Frequency: Quarterly

20+ pages of:

  • Macro and micro market trends.
  • Regulatory landscape.
  • Technology trends and developments.
  • What each platform has developed in the quarter.
  • Market sizing (AUA, gross inflows, net inflows by platform)
  • Lots of graphs and things (such as wrapper split / net to gross ratios and more).
  • ‘Focus on’: each quarter we take a deep dive into different areas of proposition, price and business performance based on what’s hot right now.

THE DAMAGE

You can subscribe to each publication separately or all together. And yes, there are significant savings if you take the whole package. We’re told by clients that it gives them all the detail they need at a fraction of the price they’re used to paying elsewhere. This makes us happy.

If you’re an adviser firm, you can buy the Guide as a standalone item via our website for just £150 plus VAT here.

If you’re a large adviser firm, provider, asset manager, industry body, DFM or other organisation, you can subscribe to our quarterly Platform Market Scorecard and the Guide by contacting Mark on 0131 202 5990, or mark@langcatfinancial.com

We think you’ll be glad you did.