Platform Report 2021: Field Of Dreams

FinalytiQ’s Platform Report 2021: Field of Dreams is here!

Including our notorious Financial Performance Ratings.

The report focuses on the financial performance of the platform businesses, not their parents. We’ve trawled through numerous annual accounts and hundreds of data points to get a good picture of the financial health of the platform sector. And yes, the infamous FinalytiQ Financial Performance Rating is back! We’ve rated the platforms, and provided a summary of the financial health of each business.

In conjunction with the release, Abraham Okusanya will be hosting a 1-hour webinar on the 16th of December at 11:30 am, discussing the outcome of the Platform Report in further detail. More importantly, it’s a chance to tell us what you think! Book your place just here.

The past year seems to have flown by rather quickly. Blink and you may have missed some of the defining events in the platform space. Fear not, we’ve got you covered. Here we delve into the major shifts in the platform sector and share our thoughts on what the change means.

The pandemic revealed the disaster recovery plan of many platform providers for what it is; the equivalent of an emergency car kit which consists of a tartan blanket, a small box of tissues and a near-empty tin of Victorian travel sweets. Yet miraculously, the sector managed to weather the storm in a much better shape than the rest of the economy.

Indeed, if the deluge of Private Equity (PE) money that has flooded the sector is anything to go on, you’d be forgiven for thinking the pandemic actually gave the sector a bit of a financial shot in the arm. With a surge in retail share trading and increasing demand for advice amidst the economic uncertainties and market volatility, it is not surprising to see an increase in M&A activities in the platform sector. It might just be a coincidence, of course, but PE investment is a sign that the platform sector is once again ‘a field of dreams’.

And that’s because there is a new generation of dreamers, namely the new crop of corporate managers and their PE backers. The charismatic founders are now virtually all out the door, making room for corporate managers to take up the reins.

To find out more and get your copy, just click here.

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.


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