BlackRock offers users of the Transact platforms access to a range of seven model portfolios, and now advice professionals can include these in MPS due diligence exercises carried out through Analyser.
Author Archives: Terry Huddart
24
Aug
Aug
In this short video, Terry and Chris show you how to compare portfolio charges across MPS ranges in a matter of minutes.
18
Aug
Aug
Join Terry Huddart and Chris Bredin as they show how you can compare MPS performance quickly and easily.
01
Aug
Aug
Analyser has been updated to include the ebi Vantage Core, Core ESG and World ranges.
30
Jul
Jul
If you don’t know where to start with your due diligence and suitability in this Consumer Duty world, we have your back.
27
Jul
Jul
Analyser has been updated with Sparrows SCore Market Funds (Index Funds Only) ranges.
24
Jul
Jul
Join Terry Huddart and Chris Bredin as they show how you can compare platform functionality in a matter of minutes. This is especially useful if you need to export the results into a spreadsheet to share with colleagues or include in reports. Experience it for yourself and start your 14 day free trial.
19
Jul
Jul
Deciding which platforms and MPS are core to delivering your proposition and you need to be able to explain the thinking and process behind your decisions. That’s what we preach and it’s about time we took our own advice and explained the thinking and process built into Analyser. So, join Terry Huddart and Mark Polson
03
Jul
Jul
You might remember that Novia introduced a new charging structure this year. The first phase was rolled out in January and applied to firms with over £10m in assets on the platform. This saw the number of standard charging tiers go from five to three, with the charge for the lower tiers going from a starting
15
Jun
Jun
Analyser has been updated to reflect the rebrand of Hubwise to SS&C Hubwise. You’ll notice this change in the Platform Directory and when you run comparisons, due diligence and suitability exercises. This follows SS&C Technologies acquisition of Hubwise and the integration of the platform into the wider SS&C business. The first step as been to
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