The evolution of platforms

WRAPs, Platforms, Suppermarkets? Should we be confused? No! In my view all this stuff is a website that has the means to transact and administer various types of tax wrapper (ISA, Bond Pension etc) and other forms of product (such as mortgages, protection and annuity) What do you need? I think that it should be simple, cost effecive and have the service to back it up.



There has been a raft of information over the past few years, moreso in the last few months, as I believe that this area will expand massively especially now that RDR has landed.

Below are some research systems available to help you to make an informed choice as to the different offerings out there. I think that all the offerings do all have something different over each other, so you would be wise to use a number of them to enable you to utilise these differences.

Resources available are linked below:
MoneyMarketing Platform Report - Lots of articles and reports
The Platforum - Weekly blog and industry influencer
The Lang Cat - Very good blogs and twitter feeds. Personally I rate Mark highly and always tells it straight
The Platforum Pricing Guide - Good overview of all the major players in the market
Aviva Due Diligence Document