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SIAA 2026 Conference
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Plenary Session 8: The future of platforms
Session

Session

4:20 pm

19 May 2026

Ballroom

Themes

SIAA 2026

Session Agenda
Platforms are moving beyond their traditional remit to become integral partners for stockbroking and wealth advice firms. As stockbroking firms evolve their service models to meet rising client expectations and increasing portfolio complexity, platforms are expanding into private client solutions, including whole-of-wealth administration and reporting through a single portal. This includes non-custodial administration services, individual HIN structures, access to alternative investments, and wholesale-focused propositions, enabling advisers to outsource administrative complexity while accommodating more sophisticated client needs and supporting intergenerational wealth strategies. Hear how leading platforms are enabling this shift, helping firms broaden their service offering and future-proof their business.