Planners enjoy choice of platform

21-Jul-2015 #Globalwealth Source: Money Management

Investment Trends research found BT Wrap and CFS FirstChoice were the two most-used platforms by number of primary planner relationships in Australia. Macquarie Wrap, North and Asgard eWRAP were neck and neck for third spot. It has been observed that planners are favouring an efficient two-platform solution that can provide them with everything they need to service their clients.

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