Find the right platform for your clients, and your business
As an advice-led business, we understand the daily challenges you face when it comes to running an efficient and effective advice business.
We can help you eliminate many of these challenges and complications by offering you a choice of leading platform solutions from a range of providers.
Ongoing support and training is available across all of our Platform Connect products and services, so you’re not alone once you’ve found the right platform. We also keep you informed about platform enhancements and functionality on an ongoing basis, as well as acting as an escalation point should any issues arise with your platform provider.
Review your platform strategy
Our Client Solutions team can work with you to review your existing platform strategy and determine which platform/s are the best fit for your:
- client base
- advice business, and
- investment philosophy.
You will find the review process as simple and straightforward as possible. Our Client Solutions team use their extensive platform knowledge and practical implementation skills to help you find the right platform for your business, and get it up-and-running in no time.