Platform and MPS comparisons

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Time-saving robust due diligence
and suitability at your fingertips

Delve into platforms and MPS providers to get your client suitability right
and repeat it easily

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With our step-by-step process, you’ll save time and benefit from our experience
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Using your client segments, features and data points that matter to you
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We’re no strangers to due diligence and suitability

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comparisons run by users
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years of sector experience

Don’t just take our

word for it!

Hundreds of advisers, planners and paraplanners are already choosing Analyser for better, easier, quicker due diligence.

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“…it’s that ability to respond to something in the market… Analyser allows you to do a quick sense check, and if you need to make changes, you can start planning for that. And you might find that by spending 10 minutes in the system, you don’t actually need to take any action at all. That’s where Analyser adds huge amounts of value for me.”

Benjamin Fabi, Principled Paraplanning

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“…used to dread annual due diligence, but now Analyser has made it such a doddle I’m actually reviewing our platform usage much more regularly.”

Tom Orchard, Annetts & Orchard

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“A client just asked me, which platforms can I hold ETFs and Offshore Funds on…. 2 minutes later I had the full list…. it’s bloody awesome.”

Nathan Fryer, Plan Works

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“We can go into the system, quickly build segments for our clients, and then run those segments against our criteria for each platform. It’s turned what was a week’s worth of time spent originally into a 15-minute process, because all the back-end data is there and doesn’t need to be gathered.”

Matt Pitcher, Altor Wealth Management

All aboard

Platform and MPS providers already on Analyser

 
Aviva
Prudential
Aegon
 

Analyser latest.

Arbuthnot Latham logo

Arbuthnot Latham now available on Analyser

May 25, 2023
Abbey Moffat

Artbuthnot Latham 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 provider or range that you’d like to see on Analyser, let us know and contact the provider

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Platform comparisons in less than 12 minutes?

Platform comparisons in less than 12 minutes?

May 23, 2023
Terry Huddart

If it’s a quick comparison of platform features you’re after, Analyser can help with that. In this video Terry shows you how to compare as many platforms as you like all in one place, in no time whatsoever.

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Puma Investments logo

Puma Investments now available on Analyser

May 22, 2023
Abbey Moffat

Puma Investments portfolios are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. They are currently one of only two providers that offer an AIM/IHT specific range on Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all the time. If there’s a

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O-IM logo

O-IM now available on Analyser

May 22, 2023
Abbey Moffat

O-IM portfolios are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. They are currently one of only two providers that offer an AIM/IHT specific range on Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all the time. If there’s a MPS

Read More >

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