Replatforming is no easy journey, for the provider or for the adviser. In this episode of Connect the Dots, Georgina Smith gets into the details of replatforming with INN8's Executive, Mickey Gambale.
The two dive into the South African investment platform landscape and uncover the decisions providers need to make to build a solution fit for the adviser's business.
They then look at what advisers need to ask when choosing a platform for their business in order to adapt really quickly to regulation requirements.