For advice professionals, Analyser can help lighten the load and speed up the research process that comes with tax year end.
Category Archives: How to
One of the main outcomes the FCA wants to see as part of the Consumer Duty is around consumer understanding.
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.
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.
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
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