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We’re no strangers to due diligence and suitability

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“…it’s that ability to respond to something in the market… Analyser allows you to do a quick sense check, and if you need to make changes, you can start planning for that. And you might find that by spending 10 minutes in the system, you don’t actually need to take any action at all. That’s where Analyser adds huge amounts of value for me.”

Benjamin Fabi, Principled Paraplanning

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“…used to dread annual due diligence, but now Analyser has made it such a doddle I’m actually reviewing our platform usage much more regularly.”

Tom Orchard, Annetts & Orchard

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“We can go into the system, quickly build segments for our clients, and then run those segments against our criteria for each platform. It’s turned what was a week’s worth of time spent originally into a 15-minute process, because all the back-end data is there and doesn’t need to be gathered.”

Matt Pitcher, Altor Wealth Management

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Platform and MPS providers already on Analyser

 
Aviva
Prudential
Aegon
 

Analyser latest.

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Update: Wealthtime and Wealthtime Classic

Wealthtime, previously known as the Novia platform, has agreed a new deal with platform tech provider GBST and Indian technology firm Wipro.

Invesco logo

Invesco MPS now available through Analyser

You can now compare and research Invesco as part of your MPS due diligence in Analyser.

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Your Adviser Briefing is ready

Subscribers to Analyser can now catch up on the latest edition of Adviser Briefing, covering platform market data for Q2 2024. This includes our market at a glance tables, and a summary of the latest developments across platforms and MPS providers.  Subscribers can also catch up on the lang cat’s latest analysis on platform switching

Pacific Asset Management

Pacific Asset Management ranges now available on Analyser

Five portfolios from Pacific Asset Management are now available to include in the comparison, due diligence and suitability exercises.

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