Mason Stevens ranks as most improved in the Investment Trends 2020 Platform Report
23 February 2021
Mason Stevens has taken great strides forward and emerged as the most improved platform overall in the latest Investment Trends 2020 Platform Competitive Analysis and Benchmarking Report, which was released this week.
Standout results include leapfrogging three of the long-established platforms, with top placings in integration capabilities and transactions tools, the result of significant progress in its digital platform capability, strong customer centric approach and advanced managed account service capabilities.
Nick Mitchell, Managing Director – Global Investment Service, said “Our technology roadmap is 100% driven by adviser feedback and this result reflects the deep partnership that exists between Mason Stevens and our clients. It is the third year running Mason Stevens has seen a significant increase in our overall score, a reflection of the dedication and hard work of our technology team, and the focus we have on growing our footprint in the advice market.”
Mason Stevens was particularly commended for its unique portfolio projection tool, live trading and dashboards for advice firms to analyse and decompose their business.
The positive result is coupled with the recent acquisition of several senior hires across the Mason Stevens Product, Distribution & Marketing teams.
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