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: platform due diligence
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
16
Jan
Jan
We’re proud to announce Analyser’s first ever integration is now live with AI reporting firm Avenir. Avenir, which uses AI to make reporting for advice firms more efficient, appeared at the lang cat’s AdviceTech Catwalk event last summer. It was one of five firms to showcase emerging tech for advice professionals. With this integration, Analyser