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Advising on the best tech partner
We recommended the best technology partner to help our client break into the UK platform market
We performed a platform strategy review and target operating model design for a large UK adviser network
The challenge
An established UK adviser network considering taking on platform responsibilities from their incumbent provider wished to better understand the potential operating model including market technology and administration providers.
Our approach
PEN supported the client’s thinking through two engagements, first reviewing the current model with recommendations on the future TOM. Then, we provided a comprehensive pre-RFI stage review of the supplier market, including commercials.
The outcome
Our findings were presented at board level, with PEN input. The firm agreed a strategy and way forward based on the assessment and recommendations we provided, which is currently in-flight.
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