Trust DFM’s core range of portfolios is now available to include in the comparison, due diligence and suitability exercises you run in Analyser. We’ll share more about Trust DFM in coming weeks. We’re adding more MPS providers all the time. If there’s a MPS provider or range that you’d like to see on Analyser, let
Author Archives: Abbey Moffat
With Analyser, you’re able to set up your client segments and then tailor your suitability and due diligence to each segment. What’s more, you can also add your own custom pricing. In this video, Abbey and Terry explain how.
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