Solutions for Investment Platforms

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Challenges for Investment Platforms:

• Investment administration platforms are becoming an increasingly commoditised market, with participants seeking differentiation
• There is an increasing trend towards clients wishing to have directly held equities
• It is becoming difficult to retain advisors business in a highly competitive environment
• Competition is eroding margins and new entrants are making this even more competitive e.g Stockbrokers providing listed securities services and support

What this means for your business:

• It is becoming hard to differentiate services to both keep and grow the client base
• Investment platforms that can only offer managed funds are limited in their growth potential
• Advisors are leaving to go to competitive offers that offer more value add tools and services
• Revenue is being squeezed

How Financial Simplicity can help:

• By extending your platform to provide advisors with sophisticated tools and methods for improving post-tax investment returns, platforms are able to both retain and grow their client base.
• By providing tools to advisors to handle and offer listed security portfolio management services
• By offering a scalable solution utilising a process that enables advisors to use the same amount of effort to manage tens, hundreds, even thousands of portfolios as it would to manage a handful, enabling them to scale their businesses
• By being able to enable advisers to improve client services such that a manufacturing margin can be introduced to their business model, making it hard to move platform

To find out how financial simplicity can help you if you have these issues contact us