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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

“…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

“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

“At Black Swan Financial Planning our approach is to review our platforms on an ongoing basis. Alongside that, we’ll do a really thorough rewrite of our documentation every couple of years, but our platform selection is still formally assessed every year. We use Analyser from the lang cat to do some of the number crunching that goes with that, and that has made life a lot easier”.

Jessica Lyons, Black Swan Financial Planning

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Platform and MPS providers already on Analyser

Analyser latest.

Update: Scottish Widows platform

December 4, 2024

Natalie Holt

Scottish Widows is rolling out a new brand identity, replacing its “living logo” with a digital logo instead. The new logo has now been updated across Analyser, which subscribers will see when reviewing platforms and carrying out due diligence. There is no change to the Scottish Widows name or legal entities. The new logo, colours

CS Investment Managers rebrands

December 3, 2024

Abbey Moffat

CS Investment Managers has rebranded with immediate effect, with the discretionary investment management firm now known as Charlotte Square Investment Managers. The rebrand and the firm’s new logo have been updated across Analyser which subscribers will see reflected the next time tyou reviewing your chosen MPS providers. Subscribers can find out more Charlotte Square Investment

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Your latest adviser briefing is available

November 26, 2024

Natalie Holt

Subscribers to Analyser can now catch up on the latest edition of Adviser Briefing, covering platform market data for Q3 2024. This includes our market at a glance tables, and a summary of the latest developments across platforms and MPS providers. Subscribers can also catch up on the impact of the budget in this issues

Update: Wealthtime and Wealthtime Classic

November 1, 2024

Natalie Holt

Wealthtime, previously known as the Novia platform, has agreed a new deal with platform tech provider GBST and Indian technology firm Wipro.

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