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: due diligence
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Oct
Oct
You can now compare and research Invesco as part of your MPS due diligence in Analyser.
05
Aug
Aug
Five portfolios from Pacific Asset Management are now available to include in the comparison, due diligence and suitability exercises.
01
Aug
Aug
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
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.
19
Jun
Jun
Two MPS ranges from MAIA are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: These are available on eight platforms. MAIA says it is “open-minded” in its investment strategy, allowing for more esoteric funds as part of its asset allocation and will consider funds
07
Jun
Jun
Subscribers to Analyser can now catch up on two essential pieces of insight into the platform market: Both pieces of insight are available exclusively to subscribers and are essential reading for anyone serious about platform and investment due diligence. There’s no need for you to miss out. You can give Analyser a go with a
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
15
Apr
Apr
Every year, the lang cat publishes the State of the Platform Nation report – our annual deep dive into platforms in the UK. The 2023/24 report is the 12th edition and reviews the previous year and sets out what we think the future holds for platforms. 2023 will go down as one of the toughest
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