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
Tag Archives: Analyser
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
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