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Got questions about Analyser? You’re in the right place

Find all you need to know about what Analyser has to offer, plus the questions we get asked the most (and the answers, obviously)

Platform suitability and due diligence

The data initially held on the system is the standard headline pricing published by each platform, but we give you the ability to edit part of this.

Once logged in, go to ‘my firm’ in the top menu and then ‘my pricing’. From here you can view, add, edit and archive pricing deals you’ve created.

If you find something you can’t edit which you need to amend, get in touch with us at [email protected] and we’ll do it for you.

Pricing deals entered in this way will appear in both the comparisons you run and in your due diligence reports.

The data initially held on the system is the standard headline pricing published by each platform, but we give you the ability to edit part of this.

Once logged in, go to ‘my firm’ in the top menu and then ‘my pricing’. From here you can view, add, edit and archive pricing deals you’ve created.

If you find something you can’t edit which you need to amend, we can do it for you.

Here are the steps, you need to follow:

  • Create a pricing structure shell for every provider you want to set up custom pricing for. For each one, click the yellow button ‘ Add structure’
  • Select the platform and pricing structure you want to update and click ‘Customise’
  • Give the pricing structure a name e.g. ‘my firm’s X platform special terms’ platform the name of the pricing structure and scroll all the way to the bottom and click ‘Save’. You’ll see lots of other fields on this page but you don’t need to change anything else
  • Once you’ve set up the name, get in touch with us at [email protected], with the name of the pricing structure and let us know what your bespoke pricing deal is and we’ll update all the tiers and bps.

Pricing deals entered in this way will appear in both the comparisons you run and in your due diligence reports.

Email your questions and any supporting information to [email protected] and we’ll look into this for you.

We don’t hold one, but this can easily be generated yourself within the Comparisons tab.

We’re all ears – email us your suggestion and as long as it’s something platforms do, we’ll do our best to add it and ask platforms to give us the relevant data. If there’s some reason we can’t add your chosen feature, we’ll let you know.

The buy and sell trades are separate transactions, so this should be added as two entries.

Not exactly, but you can enter the total assets as one portfolio value.

We collect these twice a year from our adviser panel.

Right now, Analyser only includes retail platforms. We’ve plans to add ‘adviser as the platform’ platforms like Seccl and SEI in the future.

Got questions?

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Complete the form with details of your query or email us at [email protected]

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