Data & Tracker Services
Our core data products - Platform Investor Tracker, Saver & Investor Analysis and Fund Investor Tracker.
Advised Investor Tracker
Coming soon - 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
Our new Platform Investor Tracker has been designed with Consumer Duty in mind. We will engage 2,000+ platform investors every 6 months. We can supply platforms with independent metrics on what your customers value, to include service and customer support, and also benchmark platforms against peers.
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.