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
Tag Archives: Analyser
28
Jun
Jun
Analyser has been updated to include the Dimensional Core, Core Plus and Sustainability Wealth Models – a set of portfolio suites offered by Dimensional and implemented by ebi Portfolios.
06
Jun
Jun
Five portfolios from Morningstar Wealth are now available to include in the comparison, due diligence and suitability exercises you run in Analyser.
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