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Showing 1 - 8 of 8 results for "Competitive Analysis Report"

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of 89%, just beating Netwealth on 88.9%. Further to this ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... advisers which concluded in May 2021. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of 89%, just beating Netwealth on 88.9%.

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... out Netwealth for the lead when it comes to overall functionality. The 2020 Platform Benchmarking & Competitive Analysis Report sees HUB24 rank first for platform functionality with a total score of 89%, just beating Netwealth on 88.9%. Investment Trends ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
Investment Trends has released the 16th edition of its Platform Benchmarking and Competitive Analysis Report, with Netwealth taking out the top gong. The wealth management platform led the pack for overall platform functionality, followed closely by ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and competitive analysis report. It ranked the two smaller players at the top in terms of functionality. However, the difference at the top seems to be shrinking ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... netwealth leading the field. That is a key finding of Investment Trends' 2016 Platform Benchmarking and Competitive Analysis Report, highlighting that platform innovation surged in 2016 led largely by netwealth. It ranked first for overall platform functionality ...

And the award goes to Asgard, Macq and CFS First Choice

... the best of the best in the platform industry. Research firm Investment Trends has released its 2005 Competitive Analysis Report: Investment Platforms, which analysed how the different platforms fared in over 70 areas and across eight categories. The ...

Coin ranked number one - again

... Software Pty Ltd has been awarded top ranking for the second consecutive year in Investment Trends' 2005 Competitive Analysis Report for Planning Software. The ranking comes after Investment Trends reviewed financial planning applications available within ...
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