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How to launch and run a platform (that works)

How to launch and run a platform (that works)

A few years ago, the thought of an advice firm or DFM running a platform seemed unrealistic, being overly expensive and too complex to provide much value.

However, as technology has advanced, the opportunity to launch and run an adviser or DFM platform has become more accessible, affordable and aspirational than ever – particularly given the tech struggles and M&A activity that has defined the market in recent months and years.

It could not only improve the experience for clients, but for advisers, too - helping them to take control, better manage client portfolios and build a more sustainable and scalable business in the process.

But how exactly do you decide whether this is the right option for you? What are the risks and rewards? With a minefield of different options available, and providers claiming to offer the best solution to suit advisers’ every need, it can be hard to separate the good from the bad.

Join us for this one-hour webinar, as our expert panel details the pros and cons of operating your own platform versus using a traditional third-party platform, and explores what it all means for your clients and your business model.

Our panel will draw from empirical case studies and answer your questions directly to paint a clearer picture on what it means to operate a platform.


Daniel Marsh, head of ecosystem at Seccl

Heather Hopkins, managing director at NextWealth

James Priday, managing director of P1

Damian Fantato, digital editor of FTAdviser

To find out more and to watch on demand, click HERE.