The new platform from fund group Marlborough is now available to research and assess in Analyser.
Category Archives: Platforms
01
Dec
Dec
Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.
20
Nov
Nov
When the Transact – BlackRock MPS launched over a year ago, it marked a couple of ‘firsts’.
20
Nov
Nov
We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once
01
Aug
Aug
Embark becomes Scottish Widows and Analyser has been updated to reflect this change
28
Jul
Jul
Wealthtime platform has now rebranded to Wealthtime Select. The move is part of a wider rebranding exercise which will see Novia rebrand to Wealthtime later this year. Wealthtime Select and Novia are both owned by private equity firm AnaCap. The ownership structure remains the same, with Wealthtime Select and Novia continuing to operate as separate
24
Jul
Jul
Join Terry Huddart and Chris Bredin as they show how you can compare platform functionality in a matter of minutes. This is especially useful if you need to export the results into a spreadsheet to share with colleagues or include in reports. Experience it for yourself and start your 14 day free trial.
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
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.