2025年的一份报告指出,金融顾问对平台服务下降至54%感到沮丧,但主要问题仍然存在。 A 2025 report shows financial advisers' frustration with platform service dropped to 54%, yet major issues persist.

一份2025年的Parmenion报告发现, 54%的金融顾问认为平台服务不佳, A 2025 Parmenion report finds 54% of financial advisers say poor platform service significantly impacts their business, down from 80% in 2024, indicating progress but persistent challenges. 尽管情况有所改善,但90%的人为平台故障向客户道歉,40%的人因服务质量而更换了平台,顾问们损失了大约四个小时的每周管理问题。 Despite improvements, 90% apologized to clients over platform failures, 40% switched platforms due to service quality, and advisers lose about four hours weekly managing issues. 专家们敦促提高透明度,特别是在电子转让方面,并改进提供者的问责制。 Experts urge greater transparency, especially on electronic transfers, and improved accountability from providers.