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.

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

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

Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.

When the Transact – BlackRock MPS launched over a year ago, it marked a couple of ‘firsts’.

We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once

The zeitgeist around ESG has changed over the past year or so. For firms that specialise in ESG advice or sustainable investing, nothing has changed – it’s business as usual. But looking across the advice sector, there will be advisers who have gone from seeing ESG funds regularly appearing at the top of the tree

We’ve been busy making improvements to the reports subscribers can generate using Analyser. Just one more improvement to your due diligence and suitability process available through Analyser.

We’re pleased to announce that Analyser has teamed up with new professional indemnity insurer BareRock as part of a drive to shake up how PII cover is offered to advisers. BareRock has developed a PII service which is designed to be more personalised and based on individual firm risk rather than industry averages. Under the

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. 

In this short video, Terry and Chris show you how to compare portfolio charges across MPS ranges in a matter of minutes.

Join Terry Huddart and Chris Bredin as they show how you can compare MPS performance quickly and easily.

Analyser has been updated to include the ebi Vantage Core, Core ESG and World ranges.

Embark becomes Scottish Widows and Analyser has been updated to reflect this change

If you don’t know where to start with your due diligence and suitability in this Consumer Duty world, we have your back.

Wealthtime platform has now rebranded to Wealthtime Select. The move is part of a wider rebranding exercise which will see Novia rebrand to Wealthtime later this year. Wealthtime Select and Novia are both owned by private equity firm AnaCap. The ownership structure remains the same, with Wealthtime Select and Novia continuing to operate as separate

Analyser has been updated with Sparrows SCore Market Funds (Index Funds Only) ranges.

Canaccord Genuity Wealth Management now available on Analyser

Aspen managed portfolio service is now on Analyser and available for review as part of your investment due diligence.

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.

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

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

Charles Stanley’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence. Charles Stanley’s origins trace back to 1792, making it one of the oldest firms on the London Stock Exchange. The company operates a 35-strong research and asset management team, and a key part of its approach

Among the latest wave of MPS providers to join Analyser is Puma Investments. Puma was initially set up to build on a series of venture capital trusts known as the Puma VCTs which had been managed by Shore Capital. It was established as an independent company by chief executive David Kaye in 2012. The Puma AIM

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

Trust DFM is among the latest MPS providers to join Analyser, taking the total number of providers available to research in Analyser to 40. Born out of IFA firm Wills & Trusts, which started to actively manage investments for clients in 1995, the firm began to share its approach to investing with other advice firms.

Four MPS ranges from abrdn are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: For details of cost, performance, investment approach and much more on these ranges, log into Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all

We’ve updated Analyser with Quilter’s new platform pricing and subscribers can now: Subscribers to Analyser will benefit from a detailed analysis of the Quilter’s new platform pricing and its implications shortly. Refresh your due diligence Refreshing your due diligence regularly is a matter of minutes as Terry demonstrates in this video.

Artbuthnot Latham 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 provider or range that you’d like to see on Analyser, let us know and contact the provider

If it’s a quick comparison of platform features you’re after, Analyser can help with that. In this video Terry shows you how to compare as many platforms as you like all in one place, in no time whatsoever.

Puma Investments portfolios are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. They are currently one of only two providers that offer an AIM/IHT specific range on Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all the time. If there’s a

O-IM portfolios are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. They are currently one of only two providers that offer an AIM/IHT specific range on Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all the time. If there’s a MPS

Charles Stanley Wealth Managers 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 them 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

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

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.

With end of tax year done and dusted, it’s the perfect time for a bit of spring cleaning and catching up on those tasks you’ve been putting off for a while. Not to mention acting on some of the changes announced in the latest Budget. In this video, Abbey and Terry take you through a

Quilter Cheviot’s managed portfolio service is now available to review in Analyser as part of your MPS due diligence. One of the UK’s largest DFMs, Quilter Cheviot launched its MPS in 2001 which has £1.49bn in assets under management as at 30 September 2022. It offers five MPS strategies based on what it calls its ‘building

Last week we held an Analyser clinic all geared around refreshing your due diligence, and what this means in practice. Terry and Abbey covered a lot of ground, including why you might choose to review your chosen platforms and providers more than annually, and how technology can help speed up the process. On platforms in

King & Shaxson is now available to review in Analyser as part of your MPS due diligence.

EPIC Investment Partners is one of the latest MPS providers to go live on Analyser, and is now available for review as part of your MPS due diligence. The company was founded in 2001 by Giles Brand and Hiren Patel, who both have backgrounds in private equity. The MPS range was launched in July 2021,

Not sure where to start with your due diligence? We can help with that.  We recently added six templates to Analyser to give you a head start on due diligence. They are: These templates have lang cat knowledge and experience baked in. They also benefit from what we know about how Analyser users are using

We’re kicking off 2023 in style with news of a brand-new development – Analyser templates. Here’s a quick rundown of what we’ve built and why.

When we first set up Altor six years ago, we did our initial platform due diligence manually. As a small advice business, we didn’t want to pay lots of money to get an external consultancy to run a due diligence project for us. So we carried out a platform comparison exercise ourselves on a huge

I was originally introduced to Analyser by Terry Huddart at the lang cat, who asked me to be part of the original testing group ahead of Platform Analyser going live. At the time, there wasn’t much out there by way of support on platform due diligence. Some firms did some bits well, but there weren’t

Now that lots of you are starting to get to grips with the new MPS module in Analyser, questions are starting to come in about how we handle performance. Our approach is a bit different to the other tools out there, so read on to find out what we do and why we do it.