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 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.
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.
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
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
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