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.