This is a unique diagnostic tool which enables advisers to specify their platform requirements across the due diligence areas defined in FCA Factsheet 012 � �Platforms: using fund supermarkets and wraps�. Specifically, this tool enables advisers to;

Record your bespoke platform requirements across some 300 platform features and functionality as being either a must-have, nice to have, or not required. Requirements can be specified for the practice as a whole, for each client segment or for individual clients.
Determine how well each platform meets your requirements across a range of areas including fund and asset classes, tax wrappers, functionality, tools, accessibility and user support.
See how other advisers have rated the service quality and user experience of platforms in the areas of remote support, BDM support, transaction processing, client reporting, and user support/training/help.
Produce tool output can be in either Word or pdf format, and you can include your adviser logo.