If you want to use Analyser to help with your compliance with Consumer Duty when it comes to platform and investment selection, then look no further.
In this five minute video Terry walks through:
– How to set up your client proposition
– Our Consumer Duty templates
– The audit trail that’s captured in your due diligence reports
– Providing clients with an extra level of transparency should you wish to.
If you’d like to find out more about how Analyser can help you, sign up for a 14 day free trial and book a time for a conversation with the team.
