An intro to operating your own platform

Are you an adviser or investment manager who’s exploring a platform alternative? Have you toyed with the idea of operating your own platform, but aren’t sure where to start? Our guide is for you.

What you'll learn...

Our introductory guide outlines some of the key considerations, exploring the why, what, how and who of operating a platform...

  • The business case. "Why should I bother?"
  • The regulatory context. "What permissions might I need?
  • The operating model. "How does it work?"
  • The key responsibilities. "Who does what?"

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