About us

What it's like

Working with us

Nobody has built and worked on more platform solutions in Wealth Management. We pride ourselves on deep knowledge of how the industry works and how its people think.
We aim to exit from our customers with elegance, leaving a lasting legacy of tools and capability. We won't try to hook you in by landing and expanding.
Your success is our success and our reputation is as important to us as yours is to you. When we work with you we are in it together, for good and bad.
As your virtual team members, our knowledge becomes your knowledge and we will use it together to develop your proposition with speed and intelligence.

Board and Executive Team

David Child
Non Executive Chairman
David left 1st Exchange, part of Iress, in 2010 after taking the financial services portal through two acquisitions. 1st Exchange was rebranded as Avelo in March 2011. David previously spent 10 years working at the Bank of England.
David Howard
Director
Dave has over 30 years’ consulting experience and has worked with a number of investment platforms in various roles such as IT Director, Programme Director and Customer Experience Specialist. Dave is our Executive Agile specialist and is SAFe certified.
Richard Budnyj
Director
Richard is a specialist in proposition design, requirements analysis and developing deployment roadmaps that yield the maximum business benefits with the minimum of development. Richard has nearly 30 years’ Financial Services experience working with a large number of investment platforms over the last 15 years. Richard is SAFe certified.
Mark Mortimer
Client Account Director
Mark has over 25 years experience within financial services from Insurance, Asset Management, Wealth and platform businesses. Mark has led a series of significant savings and investment management transformation programmes and major acquisition / divestment and integration activities globally. He has worked with the majority of the investment platform vendor community. Mark is SAFe certified.


At Platform Action, we exist to help you bring unprecedented value to your clients in the shortest time possible. We are a consultancy that’s focused on wealth management, helping our clients evolve, validate, and deliver their platform-based propositions.

Applying deep industry knowledge and a mastery of Agile tools and processes, we serve as collaborative advisors — effectively bridging the gap between you and your suppliers in envisioning and implementing technology solutions that meet your specific market need.

In short, we’ll help you get to where you want to be quickly and efficiently — and, on exit, will leave a lasting legacy of delivery and capability. And, because we’ve helped so many clients get the most out of their platforms, we know that our approach is guaranteed to accelerate your progress.

Take the next step

If you're ready to evolve your platform-based proposition, we are your first port of call for advice, consulting and delivery expertise.