It’s been a busy week this week. We’ve been finalising our new Platform database, which tracks platform assets and flows. We’ve now got seven and a half years’ history in the database and we’re starting to roll it out to platforms. Our first visit was to the market intelligence team at Cofunds who have already subscribed to the database (it’s a steal!) and we’re making appointments with other platforms. Please get in touch if you’d like to know more.
There’s a lot of interest around our confidential reports, so we’ve been working on enhanced security measures, particularly for the Platform Report. We’ve decided to go down the digital certification route which means that only users that have been certified by us will be able to read, copy or print the report. These features will make it impossible to transfer the report to non-authorised people electronically. We’ll be contacting all platform report subscribers to take them through the process of getting themselves a digital ID either individually or as a company.
It's been a long time since our blog has been updated, but that's because we've been soooooo busy!
So what have we been up to? Well, back in May we launched our Platform Report, which went down well with both platforms and fund managers. The platforms are particularly keen on our statistics by business segments (institutional, direct, wrap etc) and so we expect this quarterly report to go from strength to strength. We're in the process of talking to various platforms, including D2C ones, and hope to have them on board in the next few months.
It's been an incredibly busy week. Last week we launched the new Distribution Report in association with Matrix and we've been getting lots of interest from people (thank you). This week we're very pleased to announce the launch of our brand new Platform Report. This will be in the style of the Pridham Report, with lots of data, commentary and insight. We're also starting coverage by business segment, which will allow us to track developments by type of platform eg wrap or institutional business etc. For more information, please send me an email.