Is AdviceTech the future of the platforms? – June Forum Recap

This month we discussed the question, ‘Is AdviceTech the future of the platforms?’…

47% of advisers at our EATT conference in January said they were looking for new platform partners. 94.7% said they see AdviceTech propositions as more attractive than traditional platforms, but are they right?​​

This session will include users of new and established platforms. It will explore the benefits and challenges of each constituency by featuring firms who see their future in using each of the current options. ​

​Additionally, firms will share why they have selected their chosen route, why they think it is the right approach for their firm and what their experience has been to date. The event is designed for firms who want to hear from their peers what is and is not working for them.  ​

Panellists included:​

  • Sinead Meenan – Benchmark Financial Planning​
  • Anthony Carty – Clifton Asset Management​
  • Daniel Minett – Five Horizons​

Session highlights

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