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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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Let us do the due diligence hard work for you

With our step-by-step process, you’ll save time and benefit from our experience
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Delve into the data we capture and validate

Dig into comprehensive provider data gathered and verified by the lang cat
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Compare platforms and MPS

Using your client segments, features and data points that matter to you
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Interrogate features, prices and performance

Running full due diligence or just checking a detail? Analyser’s got your back
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Regularly and easily refresh your due diligence

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Complete your audit trail with a record of your decision making
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We’re no strangers to due diligence and suitability

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Don’t just take our

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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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“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
 

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