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Hundreds of advisers, planners and paraplanners are already choosing Analyser for better, easier, quicker due diligence.
Benjamin Fabi
Principled Paraplanning
“…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
Tom Orchard
Annetts & Orchard
“…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
Matt Pitcher
Altor Wealth Management
“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
Jessica Lyons
Black Swan Financial Planning
“At Black Swan Financial Planning our approach is to review our platforms on an ongoing basis. Alongside that, we’ll do a really thorough rewrite of our documentation every couple of years, but our platform selection is still formally assessed every year. We use Analyser from the lang cat to do some of the number crunching that goes with that, and that has made life a lot easier.”
Jessica Lyons, Black Swan Financial Planning
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