A desire to capture margin, improve operational efficiencies and enhance client experience is driving a subtle – but sizeable – shift among large financial advice businesses to launch a bespoke or white-label platform.
That’s just one of the findings revealed by NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report – the latest addition to our popular Adviser Tech Stack series.
What you’ll discover
It’s hard to argue against a proposition that will cost clients the same – or less – while allowing firms to clip the ticket.
But while the economic case for launching a platform may be appealing it comes with huge responsibilities.
The report findings – based on insights drawn from NextWealth’s panel of financial advice professionals – will help executives at financial advice businesses weigh up the options – offering a clear picture of the choices available, pointers about the important things to consider, and a snapshot of each of the major players.
Need to go deeper? Get in touch about our Special Edition report and workshop
We’re confident that you’ll find the free version of the report that you can download today enlightening. But if you want to explore richer insights – whether in print or in person – then our Special Edition and/or bespoke workshop are perfect for you. These paid-for formats offer you more depth, more extensive analysis and competitive comparisons. To find out more, please get in touch.
Tell us you’ll take part and get an invitation to join our exclusive briefing
There are perks to taking part in our surveys and research. To prove it, pop your details in the form below. Once you have, we’ll email you an invitation to join a briefing online where we’ll be sharing insights from the report exclusively for people who make up our panel – forward-thinking financial advice professionals just like you.
Companies featuring in the report
7IM | Advance by Embark | IFDL – Ascentric| Aegon Platform & ARC | AJ Bell | Aviva | BNY Mellon Pershing | Bravura | Fidelity FundsNetwork | FNZ | Fundment | Fusion Wealth / Benchmark Capital | Hubwise | James Hay | Moneyhub | Multrees | Novia | Nucleus | Old Mutual Wealth | Parmenion | P1 | Praemium | Raymond James | Seccl | SS&C | SEI | Standard Life Wrap | Transact | True Potential