Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level
Category Archives: Product news
12
Oct
Oct
We’ve been busy making improvements to the reports subscribers can generate using Analyser. Just one more improvement to your due diligence and suitability process available through Analyser.
28
Sep
Sep
We’re pleased to announce that Analyser has teamed up with new professional indemnity insurer BareRock as part of a drive to shake up how PII cover is offered to advisers. BareRock has developed a PII service which is designed to be more personalised and based on individual firm risk rather than industry averages. Under the
30
Jul
Jul
If you don’t know where to start with your due diligence and suitability in this Consumer Duty world, we have your back.
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.
28
Feb
Feb
King & Shaxson is now available to review in Analyser as part of your MPS due diligence.
12
Jan
Jan
We’re kicking off 2023 in style with news of a brand-new development – Analyser templates. Here’s a quick rundown of what we’ve built and why.