Analyser

The latest Analyser overhaul will be music to the ears of those who take platform and MPS due diligence seriously. Find out more -> https://lnkd.in/eX5yXGH8 #financialplanning #duediligence #suitability #paraplanning

There are plans afoot (apaw) for the new year. We'll keep you posted here ---> https://lnkd.in/e_4ybpMu #paraplanning #financialplanning #duediligence #suitability

Terry Huddart kicks off this new series with Professional Adviser, where he'll be asking platforms to show us some recent and innovative features that shift the game forward in some way. In this article he's looking at Quilter's CashHub feature: https://lnkd.in/eVKbYH5h

Our Q3 Platform Market Scorecard is published today! As always, Rich Mayor provides in-depth market analysis and more - covering platforms and DFM model portfolio services. This quarter's special section from Alison Gay is a look at The Budget and Beyond: A regulatory round-up. To find out more about the report and how to get it if you're a platform or a provider, visit the link below. If you're an Analyser user, the Adviser Briefing version will be available very soon as part of your subscription. Not a subscriber yet? Get more details below.

Book some time with our team to make sure you're getting the most from your Analyser free trial. Simply sign up to a free trial and book a consultation here ---> https://lnkd.in/eY4aHHeZ #paraplanning #financialplanning #duediligence #suitability

A major part of the lang cat’s State of the Advice Nation research are the provider ratings. These are an integral part of Analyser, our due diligence tool for advice professionals.    Every year we ask advice professionals for their freshest views on the UK’s retail platforms and providers. If you’d like to have your say, get involved here: https://lnkd.in/efRakU8h   #platforms #financialplanning

Analyser is packed full of features to make due diligence and suitability easier. Link to: https://lnkd.in/e_4ybpMu #duediligence #suitability #financialplanning #paraplanning

Why Analyser? 1) A built-in due diligence process 2) Exclusive lang cat insights 3) Platform & MPS suitability tool 4) Expert support. Elevate your due diligence today. Sign up for a 14 day free trial now - > https://lnkd.in/eQUCJV_J #financialplanning #duediligence #suitability #paraplanning

Analyser has been updated to reflect the change in name for the Wealthtime Select platform to Wealthtime Classic. Sitting alongside the Wealthtime platform, check out the lang cat view here -> https://lnkd.in/gcpyV6Sv #financialplanning #duediligence #suitability #paraplanning

Subscribers can now compare and research Invesco EMEA as part of their MPS due diligence in Analyser. Find out more --> https://lnkd.in/ekFjjkgD #financialplanning #mps #duediligence #suitability