Category Archives: Platforms

How much is enough: When and how firms review their platforms

We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once

Hubwise updated to SS&C Hubwise in Analyser

Analyser has been updated to reflect the rebrand of Hubwise to SS&C Hubwise. You’ll notice this change in the Platform Directory and when you run comparisons, due diligence and suitability exercises.   This follows SS&C Technologies acquisition of Hubwise and the integration of the platform into the wider SS&C business. The first step as been to

Analyser updated with Quilter’s new platform pricing

We’ve updated Analyser with Quilter’s new platform pricing and subscribers can now: Subscribers to Analyser will benefit from a detailed analysis of the Quilter’s new platform pricing and its implications shortly. Refresh your due diligence Refreshing your due diligence regularly is a matter of minutes as Terry demonstrates in this video.