Platform Action

If you’re a wealth management business, delivering a high-performance platform solution can serve as the cornerstone of your offer for years to come. But embarking on such a project carries a level of risk that can set your business back through spiralling costs and unplanned delays. At Platform Action, we exist to help you bring unprecedented value to your clients in the shortest time possible. We are a consultancy that’s focused on wealth management, helping our clients evolve, validate, and deliver their platform-based propositions. Applying deep industry knowledge and a mastery of Agile tools and processes, we serve as collaborative advisors, effectively bridging the gap between you and your suppliers in envisioning and implementing technology solutions that meet your specific market need. In short, we’ll help you get to where you want to be quickly and efficiently — and, on exit, will leave a lasting legacy of delivery and capability. And, because we’ve helped so many clients get the most out of their platforms, we know that our approach is guaranteed to accelerate your progress. Build with confidence, deliver with certainty.