Subscribers to Analyser can now catch up on two essential pieces of insight into the platform market: Both pieces of insight are available exclusively to subscribers and are essential reading for anyone serious about platform and investment due diligence. There’s no need for you to miss out. You can give Analyser a go with a
Category Archives: Due diligence
15
Feb
Feb
How do you know who is doing what when it comes to Consumer Duty? You can find out how providers are approaching it through Analyser
19
Jul
Jul
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
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
26
Jan
Jan
Not sure where to start with your due diligence? We can help with that. We recently added six templates to Analyser to give you a head start on due diligence. They are: These templates have lang cat knowledge and experience baked in. They also benefit from what we know about how Analyser users are using