Jessica Lyons is a financial adviser at Black Swan Financial Planning shares their approach to platform reviews
Category Archives: User stories
When we first set up Altor six years ago, we did our initial platform due diligence manually. As a small advice business, we didn’t want to pay lots of money to get an external consultancy to run a due diligence project for us. So we carried out a platform comparison exercise ourselves on a huge
I was originally introduced to Analyser by Terry Huddart at the lang cat, who asked me to be part of the original testing group ahead of Platform Analyser going live. At the time, there wasn’t much out there by way of support on platform due diligence. Some firms did some bits well, but there weren’t