As an adviser, you need to be confident the platforms you use can support your business in the way you need, both today and in the future. This means thorough platform due diligence is crucial, both at the start and as you continue using the platform.
We have partnered with technology experts Finance & Technology Research Centre (F&TRC) to deliver a tool to support your due diligence process. The tool uses our responses to approximately 2,800 questions which have been categorised into the nine areas of due diligence outlined by the FCA. You can select which categories and sub-categories to include, and run an executive summary or detailed report comparing the previous and current Aviva Platform.