A quick video guide to evidencing platform-to-platform switches inside Analyser.
Category Archives: How to
01
Aug
Aug
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
29
Feb
Feb
For advice professionals, Analyser can help lighten the load and speed up the research process that comes with tax year end.
15
Feb
Feb
One of the main outcomes the FCA wants to see as part of the Consumer Duty is around consumer understanding.
15
Feb
Feb
If you want to use Analyser to help with your compliance with Consumer Duty when it comes to platform and investment selection, then look no further.
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.
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.
23
May
May
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.
08
May
May
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.
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