As part of our ongoing research and due diligence series, we’re hosting a couple of live sessions which you can drop into and ask questions about a particular aspect of Analyser.
When we’re out and about at events and when we’re chatting to advice firms, often it’s client reports and platform-to-platform switching that people want to talk to us about.
So that’s where we’ll be focusing our attention on our next live sessions.
The dates for your diary, and the links to register to join us:
- Client reports – Platform suitability for individual clients: 24 November at 11am
- Platform-to-platform switching – Justifying why a client should move platforms:
2 December at 11am
Hope to see you there.
