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.
For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/
INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).
