Platforum is the reference point for asset managers, platforms and life companies on retail investment distribution.
Our syndicated and bespoke research capabilities inform product, proposition and distribution. Platforum researches the self‐directed and intermediary markets (advisory and discretionary) with a clear focus on platforms, distribution propositions, fund selection and puts these into the context of the evolving market.
We help providers with strategy, market intelligence and proposition development across five pillars of focus. Our research is conducted to aid in developing a customised sales and marketing strategy for the different distribution channels. Insights from this research inform on the latest industry trends and business opportunities across the UK and Europe allowing you to back any future decisions with independent research. We also work with advisor firms, helping with their platform selection and due diligence.
Platforum’s research is delivered through a combination of reports, webinars and analyst briefings.
Our research streams:
UK Wealth Management
UK Financial Advisers
UK Adviser Platforms
UK D2C
European Fund Distribution
Our subscription packages:
Full UK and Europe
Full UK
UK Fund Distribution
UK Market Overview
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Industry
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Financial Services
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Company size
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11-50 employees
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Headquarters
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London
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Type
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Privately Held
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Founded
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2007
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Specialties
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Research, Consultancy, Events, Financial Services, UK Adviser Platforms, Direct-to-consumer, Fund Distribution, Retirement, and Workplace Savings
