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The Power of an Adviser Inspired Investment Platform

If 2020 has taught us anything in the investment platform industry, it’s that we need to be flexible, be insightful, and be able to respond rapidly to ever-changing adviser and client needs. Michael Summerton explains.
2 min read

Technology is the great enabler that can get us there. However, it can’t just be any technology.

Historically, investment platforms have been created from rehashed banking systems and have not been specifically designed for the purpose – a model that’s ripe for change.

The pivot towards a FinTech proposition will unlock real value that an investment platform can provide to both advisers and clients.

It’s a mindset

Investment platforms are a true enabler of business; a facilitator of choice for the adviser and their clients. Platforms are not an asset manager – and nor should they be. True investment platforms focus solely on what it takes to help advisers run their business more efficiently, serve clients better, and ultimately free up time for the adviser to do what they do best: advise clients.

Adviser inspired

Building a business that puts the adviser at the centre fundamentally changes the way a platform works. It results in a platform fitting into the way an adviser does business, rather than forcing advisers down an archaic, inflexible route that suits the platform and not the adviser’s business.

An adviser-centric platform builds a relationship of trust with the adviser, empowering them by putting the power in their hands to support and to respond to clients’ needs.

Purpose-built technology

Responsive, purpose-built technology means that when a world-changing event like Covid happens, the platform is able to respond quickly and effectively to challenges.

With our FSCA-approved process, which means that no wet signatures are required from clients for instructions, we were able to continue seamlessly executing instructions during lockdown and responding to the needs of clients and advisers without interruption.

An end-to-end secure digital platform should continually evolve and support the changing world in which we live.

A purpose-built, technology-driven investment platform facilitates transparency throughout the investment journey and drives efficiency within an adviser’s business and ultimately makes investing simple – like it should be.

Never forget the human touch

A truly powerful platform creates an ecosystem of collaboration and partnership. It combines the power of human connection with the enabling power of technology and delivers a service experience that is real-time, supported by deep knowledge and understanding of the client’s investment journeys.

The bottom line? The investment platform of the future is a powerful, flexible technology and value proposition that truly understands the advisers’ business and delivers a solution that empowers them to serve their clients better.

You might have read this before – it was published in MoneyMarketing’s Jan 2021 edition.

Written by

Michael Summerton

Michael Summerton

Solving problems is Michael’s forte. He’s also quick to see the practical side of business challenges and opportunities. Choosing a life in financial services over one in auditing, he feels most rewarded when connecting grannies with solutions that make their hard-earned retirement a little more dignified.

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