A Connected World: The Future of Platform Integrations

The adoption of back-office systems and digital tools by advisers and paraplanners, and the use and popularity of platforms, has resulted in an increasing trend for greater connectivity between systems.

Exploring integration pain points, our paper begs the question: Could it be done better? By that we mean: can integrations be delivered more efficiently? Is there a way that removes or reduces the challenges and costs around maintenance overheads, legal contracts, testing and IT resource.

With the industry witnessing increased connectivity between systems due to adviser and paraplanner adoption of digital tools, our research aims to find more efficient ways to deliver integrations.