Platform Due Diligence Tool

This is a unique diagnostic tool which enables advisers to specify their platform requirements across the due diligence areas defined in FCA Factsheet 012 – ‘Platforms: using fund supermarkets and wraps’. Specifically, this tool enables advisers to;

  • Record your bespoke platform requirements across some 300 platform features and functionality as being either a must-have, nice to have, or not required. Requirements can be specified for the practice as a whole, for each client segment or for individual clients.
  • Determine how well each platform meets your requirements across a range of areas including fund and asset classes, tax wrappers, functionality, tools, accessibility and user support.
  • See how other advisers have rated the service quality and user experience of platforms in the areas of remote support, BDM support, transaction processing, client reporting, and user support/training/help.
  • Produce tool output can be in either Word or pdf format, and you can include your adviser logo.