Advising on the best tech partner
We recommended the best technology partner to help our client break into the UK platform market
Our client, an established investment platform provider in the South African market, asked us to assist them in evaluating whether it would be appropriate to consider re-platforming to a technology provider currently well-established within the UK platform market who was seeking to expand to supporting clients in SA
We deployed a trusted associate to carry out the work for the client overseen by a PEN Partner. The work involved:
From carrying out this research we were able to provide the client with an objective view as to whether considering a re-platforming exercise was appropriate or required at the current time and whether in the medium to longer term this exercise made sense given the context of developments taking place in the SA retail wealth market