News
Rethinking platform switching: turning friction into efficiency
85% of advice firms say integration gaps create inefficiencies.
Streamlining communication between adviser systems and platforms
We discuss the development of Platform Account Opening (PAO) Standard that will improve communication between adviser systems and platforms.
Resource-orientated Standards
We discuss our resource-orientated Standards.
Standard for platform account opening
We discuss the PAO Standard being developed, and the role of the working group.
Embracing integration and collaboration
We discuss integration opportunities and the importance of industry collaboration.