We work with platforms to develop products and propositions, analyze their positioning in the marketplace and strengthen their relationships with advisers. We help them identify their distinct advantages (and weaknesses) and build propositions that present this to advisers in a compelling way.

Through research-based content and thought-leadership, we’ve built a reputation for spreading the disinfectant of sunlight on the darkest corners of investment and platform world, holding providers to account, advising and helping them create products that are fit for purpose.