Last week we held an Analyser clinic all geared around refreshing your due diligence, and what this means in practice.
Terry and Abbey covered a lot of ground, including why you might choose to review your chosen platforms and providers more than annually, and how technology can help speed up the process.
On platforms in particular, they talked through the kinds of platform changes we’ve seen over the past year that might prompt a due diligence review, and some of the changes coming down the track.
We walked through how you can use Analyser to refresh your due diligence in a matter of minutes, with the Analyser database doing the number crunching and hard work for you in the background.
You can catch up on the clinic below:
