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Showing 1 - 4 of 4 results for "Platform Competitive Analysis"

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment framework from advisers, as efficiency pressures from client-facing ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... restructured operations offshore and returned earnings to shareholders. The latest Investment Trends Platform Competitive Analysis & Benchmarking Report shows that HUB24 continues to top user satisfaction in the latest survey, closely followed by Netwealth ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... have "limited use" and primarily use it for reporting and editing purposes, according to the 2024 Platform Competitive Analysis & Benchmarking Report. Thirty-six percent said they are interested in AI but need to be trained, while 31% have no intention ...

Mason Stevens bolsters Melbourne team

ANNABELLE DICKSON  |  WEDNESDAY, 31 MAR 2021
... administration and was recently recognised as the most improved platform in the latest Investment Trends 2020 Platform Competitive Analysis and Benchmarking Report.
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