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We’re no strangers to due diligence and suitability

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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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“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

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Platform and MPS providers already on Analyser

 
Aviva
Prudential
Aegon
 

Analyser latest.

MAIA MPS ranges now available on Analyser

MAIA MPS ranges now available on Analyser

Five MPS ranges from MAIA are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: For details of cost, performance, investment approach and much more on these ranges, log into Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all

Don't miss out on the lang cat's latest quarterly platform briefing

Don’t miss out on the lang cat’s latest quarterly platform briefing

Subscribers to Analyser can now catch up on two essential pieces of insight into the platform market: Both pieces of insight are available exclusively to subscribers and are essential reading for anyone serious about platform and investment due diligence. There’s no need for you to miss out. You can give Analyser a go with a

Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level

Analyser 3.0: The big reveal

Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level

Liontrust MPS ranges now on Analyser

Liontrust MPS ranges now on Analyser

Liontrust’s managed portfolio service is now available for Analyser subscribers to compare and research as part of their investment due diligence. Liontrust launched as an asset manager in 1995 and listed on the London Stock Exchange in 1999. Its MPS was launched in 2014 and it has £138m in MPS assets under management as at

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