As Digital Director at the lang cat and one of the team behind Analyser, our platform and MPS due diligence and suitability tool, Terry Huddart works with platform information daily.
His position gives him unique access to comprehensive data and intelligence on all UK retail platforms. Through Analyser, he can also build an in-depth understanding of how UK advice professionals interact with platforms and what they prioritise in their due diligence and suitability work.
Drawing on this extensive knowledge, Terry has begun authoring a series of articles for Professional Adviser, examining individual platforms in detail. His first piece reviews Quilter’s platform feature CashHub.
You can read Terry’s full analysis here.
If this sparks your interest in platform due diligence, you can explore Analyser with a 14-day free trial.