Five portfolios from Pacific Asset Management are now available to include in the comparison, due diligence and suitability exercises.
Tag Archives: suitability
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
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
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.
04
Dec
Dec
Subscribers can now access three ranges from Albemarle Street Partners via Analyser. ASPIM Growth, Income and ESG portfolios are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all the time. If there’s a MPS