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Insight

Investment platforms: Approaches & challenges with orphan clients

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Bruce Davies

Time to read

1 minute read

Published on

Orphan Clients and how best platforms can monitor, treat and manage them continue to be a challenge for platforms.

We are delighted to present our findings and insights from a range of UK platform respondents to understand orphan client definitions, trends in volumes, treatment strategies and shared challenges across the market.

Please click the link below to download the report.

Download our report on Investment platforms: Approaches & Challenges with Orphan Clients.

Thank you to all those who participated in this survey, without whom this analysis would not be possible.

If you wish to discuss this further with us, and including how Alpha can support you with your platform challenges, please get in touch.

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About the Authors

Generic user icon with a light purple circle background and a dark blue silhouette of a head and shoulders.

Bruce Davies

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