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
Author Archives: Natalie Holt
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.
21
Oct
Oct
You can now compare and research Invesco as part of your MPS due diligence in Analyser.
17
Sep
Sep
Subscribers to Analyser can now catch up on the latest edition of Adviser Briefing, covering platform market data for Q2 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 lang cat’s latest analysis on platform switching
05
Aug
Aug
Five portfolios from Pacific Asset Management are now available to include in the comparison, due diligence and suitability exercises.
01
Aug
Aug
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
11
Jul
Jul
ESG Accord’s team bring us up to speed with the FCA’s stance on greenwashing and what this means for advice professionals
05
Jul
Jul
Marlborough MPS ranges are now available through Analyser. You can now include their Active, Blended and Passive ranges in the comparison, due diligence and suitability exercises you run in Analyser.
04
Jun
Jun
Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level
22
May
May
Liontrust’s managed portfolio service is now available for Analyser subscribers to compare and research as part of their investment due diligence. Liontrust launched as an asset manager in 1995 and listed on the London Stock Exchange in 1999. Its MPS was launched in 2014 and it has £138m in MPS assets under management as at