Navigate the complexities of platform selection
Choosing the right platforms and providers is critical to delivering the best outcomes for your clients. Our Platform and Provider Due Diligence service is designed to simplify this process, providing comprehensive research and actionable insights tailored to your needs. Our Platform Due Diligence incorporates:
- Helping you to understand what you and your clients want and need from your centrally selected platforms and product providers and translating this into a comprehensive filtering process.
- By utilising detailed provider questionnaires and market leading tools, we conduct thorough evaluations of platforms and providers, analysing key factors such as charges, functionality, investment options, service quality, and financial strength.
- We transpose this research into a comprehensive report designed to be clear and actionable, presenting findings in a way that enables you to make informed decisions with confidence, whilst providing the documentation you need to demonstrate suitability of your centrally selected solutions.
Our robust due diligence service saves you time while offering the peace of mind that every recommendation is supported by detailed analysis. Whether you’re selecting a platform for a new client or reviewing existing arrangements, our expertise helps you deliver the highest standards of advice.
