Platform and MPS comparisons

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We’re no strangers to due diligence and suitability

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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.

The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.

Blackfinch MPS available on Analyser

The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.

The new platform from fund group Marlborough is now available to research and assess in Analyser.

New platform Marlborough now on Analyser

The new platform from fund group Marlborough is now available to research and assess in Analyser.

Requested by an Analyser subscriber, Blackfinch Investments portfolios are now available to include in the comparison, due diligence and suitability exercises.

Blackfinch Investments now on Analyser

Requested by an Analyser subscriber, Blackfinch Investments portfolios are now available to include in the comparison, due diligence and suitability exercises.

Albemarle Street Partners now on Analyser

Albemarle Street Partners now on Analyser

Subscribers can now access three ranges from Albemarle Street Partners via Analyser. ASPIM Growth, Income and ESG 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

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