Banker on Wheels

Banker on Wheels Broker Review Methodology (v2.0)

Banker on Wheels released version 2.0 of its broker review methodology, introducing a dual‑score system that separates an absolute score (company, fee, platform) from a relative category ranking. The absolute score applies a uniform 35 % company, 35 % fee, 30 % platform weighting, while category rankings adjust these weights per broker tier (e.g., Tier 2 uses 15 % company, 50 % fee, 35 % platform). Scores are derived from a mix of quantitative data—such as a 10‑year fee model on a €100k portfolio—and qualitative expert overlays covering 17 company criteria and 18 platform features. The framework also embeds country‑specific tax and reporting considerations, and allows modest manual adjustments for nuances the formula cannot capture.