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Guide to Investment Platforms

Guide to Investment Platforms

Guide to Investment Platforms Download

In a relatively short space of time, the Internet has changed the way we run our lives. We now bank online, shop online, book our holidays online, and communicate with our friends online. However, the Internet and financial technology are also changing the way we invest our savings.

Technology, in the form of investment platforms, has reinvented the way we invest and you now have far more flexibility and choice available at your fingertips. In the past you might have held pension plans with multiple pension providers, unit trusts with different fund managers, and ISAs with various banks. If you wanted to find out how your investments were performing, you had to contact each provider in turn and wait for paper valuations to arrive in the post.

The Internet and financial technology have changed this. In this guide we will explain how investment platforms give you more control over your investments, allowing you, and your adviser, to manage your investments in real time and in one place.


The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.