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: platforms
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
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
01
Aug
Aug
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
09
Jul
Jul
Fusion Wealth platform has updated its data inside Analyser across a range of data points.