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: suitability
31
Jan
Jan
You can now research and compare Saltus Portfolios as part of your MPS due diligence inside Analyser. Saltus was founded in 2004 with the aim of bringing institutional style fund management to UK private clients. Saltus launched its MPS ranges in 2014, and currently has over £5bn in MPS assets under management. The Saltus investment
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
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
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
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
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