Deciding which platforms and MPS are core to delivering your proposition and you need to be able to explain the thinking and process behind your decisions. That’s what we preach and it’s about time we took our own advice and explained the thinking and process built into Analyser. So, join Terry Huddart and Mark Polson
Author Archives: Terry Huddart
03
Jul
Jul
You might remember that Novia introduced a new charging structure this year. The first phase was rolled out in January and applied to firms with over £10m in assets on the platform. This saw the number of standard charging tiers go from five to three, with the charge for the lower tiers going from a starting
15
Jun
Jun
Analyser has been updated to reflect the rebrand of Hubwise to SS&C Hubwise. You’ll notice this change in the Platform Directory and when you run comparisons, due diligence and suitability exercises. This follows SS&C Technologies acquisition of Hubwise and the integration of the platform into the wider SS&C business. The first step as been to
06
Jun
Jun
Four MPS ranges from abrdn are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: For details of cost, performance, investment approach and much more on these ranges, log into Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all
05
Jun
Jun
We’ve updated Analyser with Quilter’s new platform pricing and subscribers can now: Subscribers to Analyser will benefit from a detailed analysis of the Quilter’s new platform pricing and its implications shortly. Refresh your due diligence Refreshing your due diligence regularly is a matter of minutes as Terry demonstrates in this video.
23
May
May
If it’s a quick comparison of platform features you’re after, Analyser can help with that. In this video Terry shows you how to compare as many platforms as you like all in one place, in no time whatsoever.
19
Apr
Apr
With end of tax year done and dusted, it’s the perfect time for a bit of spring cleaning and catching up on those tasks you’ve been putting off for a while. Not to mention acting on some of the changes announced in the latest Budget. In this video, Abbey and Terry take you through a
03
Mar
Mar
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
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