Touchstone Platform provides the most detailed insight into IFA platform activity available in the UK today. Designed for Platform and Wrap providers who offer investment solutions to the UK intermediary market, it also informs life companies and fund managers how platforms are affecting their traditional ‘direct to provider’ business model. With over 80 major life companies, fund managers and platforms all supplying data, Touchstone Platform gives you the most detailed insight into IFA platform activity available in the UK today. The UKs major platforms and life companies use Touchstone's powerful market intelligence to drive their platform distribution strategy.
Individual new business profiles are available on over 12,000 IFA firms, allowing you to view their ‘on’ and ‘off’ platform sales across unit trusts, ISAs, investment bonds and pensions.
To find out more about Touchstone Platform and how you can access the UK's No 1 IFA profiling database, call 01236 722 000 or speak to Greig Fulton of our sales team.
Phil Newton, National Head of Sales & Technical Development at James Hay stated “The combination of Touchstone Platform and Single Adviser View provides us with a unique mix of IFA new business and contact data that will help us to plan, execute and measure the effectiveness of our distribution strategy.”