Financial Planners told Financial Planning Today that one thing platforms do not do well is integrate with other planning tools and CRM systems.
In the feature, Financial Planners also shared concerns about the homogenisation of the technology that underpins the platform market, and said the Competition Markets Authority was right to block FNZ’s takeover of GBST over concerns about the effect it would have on competition in the platform market.
The platform report looks at merger and acquisition activity in the platform sector and the impact it has for Financial Planners.
Financial Planners also shared how whilst the Coronavirus pandemic has led to many platforms investing heavily in digital upload and signing technology, some platforms are now far better than others in terms of the experience for Financial Planners being truly electronic.
One Financial Planner also shares an example of the truly horrific customer service his team experienced from one platform since the start of the pandemic.
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