Platform Investor Tracker

See where you stand, and what it'll take to lead.

Our Platform Investor Tracker gives D2C investment platforms unrivalled competitor intelligence and value benchmarking, direct from retail 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.

What is it?

A syndicated research study, surveying over 3,000 DIY investors to support UK D2C platforms with:

1. Competitor intelligence - understand key competitors and your market

2. Benchmarking data - measure success, inform strategy, develop your proposition and business case

3. Consumer feedback - place consumer feedback at the heart of your business, and provide the essential data for effective Consumer Duty reporting

What's in the report?

• Key findings: D2C market intelligence, themes and a summary of findings about your firm

• Net Promoter Score (NPS): an assessment of how customers perceive your brand against the rest of the market

• Platform perceptions: benchmarking client perceptions across 11 metrics, including Costs & Charges, Trust, App experience, and Customer Support, to identify strengths, weaknesses, and opportunities for your brand

• Competitor deep-dive: weigh up your competitors and track and change over time

• Consumer profiles: compare your customer value drivers against other platforms

• Multiple platform users: compare rates of multiple platform users across the industry and understand the drivers