Netwealth has emerged as a leader by collaborating with iCapital. This partnership aims to broaden their investment choices with global private markets and hedge funds, simultaneously providing valuable educational resources for advisers. Another notable platform, BT Panorama, joined forces with Preqin, enhancing its educational offerings with access to comprehensive research reports via BT Academy. This enables Panorama users to access select Preqin research reports, thereby enriching advisers' understanding of alternative assets.
Similarly, Praemium is committed to equipping its users with the latest insights on alternative assets, enhancing their advisory capabilities. HUB24 also continues to support its advisers by delivering presentations and white papers to cater to the increasing client interest in alternative assets, particularly among HNW individuals.
The director of Investment Trends, Paul McGivern, noted that platforms are adopting distinct strategies to tailor their services to varied client segments. Praemium, for instance, has been focusing on assisting advisers in leveraging alternative assets for HNW clients, especially over the past year.
SuitabilityHub's research, unveiled earlier this month, aligns with these findings. The company's managing director, Recep Peker, highlighted the trend toward platform specialization. Peker suggests that as licensees find it easier to craft specialized platforms, this trend is likely to persist. He believes specialisation presents a unique opportunity for differentiation in the competitive financial landscape.
