Platforms and adviser technology

We're surveying financial advisers, paraplanners and other financial adviser support staff on the platforms they use and how well these platforms are supporting advice firms and their clients. We're also looking more broadly at the planning technology and systems being used by advice firms.

As a thank you for helping us out, and spending no more than 10 minutes of your time filling out this survey, we will provide you with a free copy of Platforum's 2021 Choosing an Adviser Platform report - filled with information to inform platform selection and due diligence. This can be downloaded upon completing the survey
By filling out this survey you will also be eligible to enter our prize draw, for your chance to win one of four £50 Amazon vouchers

Survey Prize Draw T&Cs
For more information please contact Richard Bradley.

Question Title

* 1. Do you work for a financial advice firm currently operating within the UK?