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Family Office Bulletin


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The annual Adviser Technology and Business report survey is now open

2019 saw a surge in platform switching, with two in five advisers saying they stopped using a platform for new business in the 12 months up to March 2019 (39%, up from 32% in 2018 and 22% in 2017).

The top beneficiaries of switching were Aviva Wrap, Transact, FundsNetwork and Standard Life Wrap, with each growing their share of primary relationships (the platform that advisers use the most for new flows).

You can participate in the survey by following the link here.


Your responses are confidential and will only ever be shown in aggregate after being combined with those of other survey respondents. Your contact details will only be used to arrange delivery of survey prizes/incentives and to invite you to take part in future surveys, if you have elected to do so.

The survey is conducted by research specialist Investment Trends. Investment Trends abides by the Code of Conduct of the Market Research Society (MRS) and the General Data Protection Regulations (GDPR).

If you wish, you can review the Investment Trends privacy policy here. If you have any questions, please email Investment Trends.

*You can view the terms and conditions for the draw here.

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