The relationship between advisers is a centrally important one, but is it a happy one?
We chat to Damien Rylett, CEO of IronBright Investment Management, to understand why they decided to ‘break up’ with their existing platform and go it alone with a platform of their very own.
We’ll also discuss the key findings from our own research, which suggests there might be trouble in platform paradise – and throws light on some of the key frustrations faced by adviser firms using third-party platforms.
Key frustrations of advisers
Key drivers of change
Current & upcoming trends in Financial Services
Pro's and Con's of platform ownership
See introductory walk-throughs of our portals or our API, or arrange your own.
Take a lookUse our simple pricing calculator to get an idea of the costs involved.
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