Event Date/Time: Jun 03, 2009 End Date/Time: Jun 04, 2009
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Description

Now in its 4th year, Platform Evolution is the UK’s leading platform event. Predominately geared towards certified financial planners and private wealth managers, Platform Evolution IV will provide case study presentations, panel discussions and interview sessions that delve into how small, medium and large intermediary firms alike are using wraps and platforms to their benefit, and to the benefit of their clients. The agenda will be dominated by certified financial planner case studies drawn from firms who are making a success out of their use of platforms and practitioners who are able to offer real life take homes to the audience. The unbeatable speaker line-up includes over 25 cutting-edge viewpoints from industry leaders.

The main themes included in the programme are:

- How platforms contribute towards recurring revenue and client confidence in a falling market

- The role of technology in controlling costs and driving efficiencies

- The technological pitfalls to avoid whilst integrating platforms into a certified financial planner’s back office and legacy systems

- The internal and external impact of deploying platforms, particularly, how the negatives can be minimised to the benefit of clients

- Platforms, products and transfer of assets and the question of open architecture

- The ongoing development of the platform market and how the changing landscape and new platforms affect financial planners’ propositions

- The use of multiple platforms and the RDR

Venue