Five portfolios from Morningstar Wealth are now available to include in the comparison, due diligence and suitability exercises you run in Analyser.
Tag Archives: due diligence
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
29
Feb
Feb
For advice professionals, Analyser can help lighten the load and speed up the research process that comes with tax year end.
29
Feb
Feb
LGIM’s model portfolio service is now available for you to research as part of your investment due diligence inside Analyser.
07
Dec
Dec
The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
04
Dec
Dec
Requested by an Analyser subscriber, Blackfinch Investments portfolios are now available to include in the comparison, due diligence and suitability exercises.
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