The Platforum is run by Holly Mackay who has over 12 years’ experience in developing and managing platforms both in Australia and Europe.
The Platforum provides:
- We develop business cases for platforms and any product containing an element of third-party mutual funds.
- We guide those developing a platform strategy - should you build, buy, rent or outsource?
- Business case ratification and proposition development.
- We assist IFAs in their platform selection – please contact Emma Napier for details
- For asset managers and product providers, we provide advice on who the key platform players across many European markets are, and also provide input into marketing, communications and negotiations with platforms.
- We run one day workshops to guide and develop thinking about how to engage with platforms
The report is pitched exactly at the level I was hoping and provides an excellent independent perspective on the opportunity. I'm also very grateful for both the comments regarding the proposition's features and the wider global context. Thanks for an excellent piece of workAdrian Bond, Head of Investment Products, Royal Liver Group
Thank you for such a high quality report. It has received great feedback from the governance group. It is a super read, very logical and exceptionally well writtenKatharine Photiou, Principal, Mercer
The Platforum helped us to manage the process of choosing a platform fit for our business, providing invaluable input and guidance into the due diligence and final section process. This saved us unnecessary meetings and time spent wading through numerous platform marketing pitches which weren’t relevant for us.Richard Hill, Managing Director, Monmouthshire Independent Financial Advisers
The Platforum’s industry knowledge helped us to make a well-informed decision about which platform to adopt for our business. Before we were aware of this service we wasted a lot of our time trying to sift through all of the providers out there and all the various marketing pitches. We enjoyed working with Holly and her team who got to grips with our business and helped us pick the right fit for our clients.Perry Rapley, CEO and IFA, Parnell Fisher Child