Analyser’s latest integration is now live with ZeroKey, a web extension that aims to remove the need to manually key data. ZeroKey was among five firms chosen to showcase emerging technology at the lang cat’s AdviceTech Catwalk event last summer. It was ultimately voted ‘best in show’ for its ability to save advice professionals’ time
Category Archives: Product news
03
Feb
Feb
Supporting advice professionals with platform-to-platform transfers is a key focus of our latest Analyser update, alongside new features to help streamline provider relationships. Moving clients between platforms can be complex and time-consuming. While we can’t control industry-wide transfer processes, we can help advisers better document and justify their platform switching recommendations – especially important under
27
Jan
Jan
For financial advice professionals, conducting thorough platform and MPS due diligence is essential. Analyser streamlines this process, offering a data-driven approach to assess and compare platforms whilst maintaining independence from providers. Understanding your options The Everything plan If your firm regularly reviews platform suitability and needs ongoing access to market insights, the Everything plan provides
18
Dec
Dec
So here we are, the end of another year. 2024 has been a busy one, and the impression we get is that goes as much for you as advice professionals as it does for us at Analyser. Here’s a snapshot of some of things we’ve been up to in order to support and inform your
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
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.
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