What’s the difference between an adviser platform and a DIY platform?


There are two types of platforms. Adviser platforms are used by financial advisers to manage and plan your financial affairs.  There’s a host of tools and functionality available to make the adviser’s job much easier, freeing him up to spend time with clients rather than on administrative tasks.  Sometimes, you as the client will be given a login that lets you see your portfolio, but in general, your adviser will provide regular reports and updates.

DIY platforms, sometimes called D2C or B2C are investment platforms that come with lots of tools, research and guidance but are designed specifically with consumers in mind.