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Analytics

A key part of our proposition is the insight that we can deliver to platforms and product providers which enables them to understand true price competitiveness and to focus their development effort on those areas that advisers value most and deliver the greatest ROI.

Our unique view – the big real-time survey

We can do this because the AdviserAsset tools tell us on an anonymous basis exactly what the adviser community collectively wants from products and platforms. It tells us in real-time exactly how price competitive each platform and product is, based on real investment scenarios and any negotiated special deals. In that sense, we view AdviserAsset as being the market’s largest real-time ‘survey’ of the platform market where we can draw on the due diligence activity of over 14,000 adviser users to gain unparalleled insight into the market. No other ‘survey’ is as wide reaching or real-time.

Having this unique view empowers us to help improve the market for advisers. We have been doing this successfully for the past two and half years. AdviserAsset data is continually influencing platform and product development for the better.

Ask us a question…any question

The sort of insights that we can deliver to platforms and product providers are wide ranging, and include the ability to answer the following questions for the market as a whole, or for defined adviser segments;

  • How well is each platform/product doing across the comparisons being run by advisers? How is this changing over time?
     
  • How price competitive is each platform and product in absolute terms? How does price competitiveness change when taking into account the investments that are actually being made by advisers and any special terms that have been negotiated?
     
  • How does movement in price translate into movement in market share? What does the price elasticity of demand curve look like?
     
  • Which aspects of functionality are most valued by advisers? What combinations of functionality are most important to get right?
     
  • Which tools are most valued by advisers?
     
  • Which funds, asset classes and tax wrappers are most attractive to advisers? How is fund preference changing over time?
     
  • What changes to products and platforms would be most attractiveness to advisers?
     
  • Where should platforms and product providers be investing? What does the business case look like for any change to price, product or platform features? What is the cost of getting this wrong?
     
  • How well is each platform rated by advisers in terms of the service provided? Over 7,500 online service questionnaires have been completed by advisers covering 28 aspects of service spanning remote sales support, face to face sales support, transaction processing, client reporting and user support/training/help.

Many platforms now subscribe to our analytics where answers to these questions and many more can be tracked online real-time.

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Tools

We deliver a range of market leading best advice decision support tools to financial advisers. Our platform charge comparison tool now has over 14,000 adviser users and is also used extensively by the leading platforms.

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Research and benchmarking

AdviserAsset is part of the MarketWatch Group which has been working with product providers and platforms for the past twelve years to help them improve their adviser products and propositions. Almost all product providers, platforms and the FSA have used these services.

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