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A good platform is a financial planner's workbench where they know what they have to do for the day.
Platform can act as a tool to do business in a predictable manner so that clients can get the same experience.
Advisors need to think about what the clients care about and focus on a customers experience beyond a portfolio statement.
Rather than products, clients care more about their aspirations. So the platform must address those dreams and goals.
Customer experience can be so much richer if they are allowed to do scenario analysis as well as look at history of the firm on the platforms.
