Analyser’s latest integration is now live with ZeroKey, a web extension that aims to remove the need to manually key data. ZeroKey was among five firms chosen to showcase emerging technology at the lang cat’s AdviceTech Catwalk event last summer. It was ultimately voted ‘best in show’ for its ability to save advice professionals’ time
Author Archives: Natalie Holt
03
Feb
Feb
Supporting advice professionals with platform-to-platform transfers is a key focus of our latest Analyser update, alongside new features to help streamline provider relationships. Moving clients between platforms can be complex and time-consuming. While we can’t control industry-wide transfer processes, we can help advisers better document and justify their platform switching recommendations – especially important under
31
Jan
Jan
You can now research and compare Saltus Portfolios as part of your MPS due diligence inside Analyser. Saltus was founded in 2004 with the aim of bringing institutional style fund management to UK private clients. Saltus launched its MPS ranges in 2014, and currently has over £5bn in MPS assets under management. The Saltus investment
27
Jan
Jan
For financial advice professionals, conducting thorough platform and MPS due diligence is essential. Analyser streamlines this process, offering a data-driven approach to assess and compare platforms whilst maintaining independence from providers. Understanding your options The Everything plan If your firm regularly reviews platform suitability and needs ongoing access to market insights, the Everything plan provides
16
Jan
Jan
We’re proud to announce Analyser’s first ever integration is now live with AI reporting firm Avenir. Avenir, which uses AI to make reporting for advice firms more efficient, appeared at the lang cat’s AdviceTech Catwalk event last summer. It was one of five firms to showcase emerging tech for advice professionals. With this integration, Analyser
18
Dec
Dec
So here we are, the end of another year. 2024 has been a busy one, and the impression we get is that goes as much for you as advice professionals as it does for us at Analyser. Here’s a snapshot of some of things we’ve been up to in order to support and inform your
10
Dec
Dec
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
04
Dec
Dec
Scottish Widows is rolling out a new brand identity, replacing its “living logo” with a digital logo instead. The new logo has now been updated across Analyser, which subscribers will see when reviewing platforms and carrying out due diligence. There is no change to the Scottish Widows name or legal entities. The new logo, colours
26
Nov
Nov
Subscribers to Analyser can now catch up on the latest edition of Adviser Briefing, covering platform market data for Q3 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 impact of the budget in this issues
01
Nov
Nov
Wealthtime, previously known as the Novia platform, has agreed a new deal with platform tech provider GBST and Indian technology firm Wipro.