Platform specialist and research house, Fundscape, has been analysing the investment industry for 15 years. Recognising that it is difficult (indeed almost impossible) to compare the many fee variables and different charging elements, it launched Comparetheplatform five years ago to make it easy for both consumers and advisers to find the right platform.
The adviser calculator is a free*, fast and independent platform charge comparison tool for advisers. Quickly compare platform charges for your clients from over 20 platforms in the UK, including custody and dealing charges as well as your advice fees. Additional family portfolios can be added, giving you a holistic view of the best platform for your clients.
Some platforms may be competitive for funds, but not exchange-traded investments or cash. Our adviser calculator allows you to include investments and cash, the account they’re held in and say how often you plan to trade or invest per year. In short, it’s the most comprehensive platform finder on the market.
Charges for each platform are displayed in an easy-to-understand table format and up to three platforms can be compared. Every calculation can be saved, printed and emailed at the click of a button, making the adviser calculator a quick and easy way to complete your annual platform due diligence.
*Fundscape monetises the adviser calculator through adverts.