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Data & Tracker Services
Our subscription services track trends and developments across the market bi-annually, providing our clients with rich competitor intelligence, that helps to benchmark value and consumer sentiment.
Advised Investor Tracker
Platform Investor Tracker
Retail Investor Analytics
Behind the Scenes
Advised Investor Tracker
A syndicated benchmark study
In 2023 we ran a research project to identify the core components of value. The findings are summarised in our free white paper which you can download below.
The full report – A Framework for Measuring Value for Advice Firms – is detailed here.
These metrics provide the framework we are using with a syndicate of advice firms in 2024 to track and benchmark value.
Platform Investor Tracker
See exactly where you stand, and what it will take to lead.
Our Platform Investor Tracker gives D2C investment platforms unrivalled competitor intelligence and value benchmarking, direct from real investors.
Our findings are updated every six months, designed to help you understand what your customers value most, and how you and your competitors stack up.
Our top picks
Explore more of our products to gain valuable insights and learn how we can help your strategy and propositions through our services.
