Comparing platforms and MPS providers in Analyser from the lang cat is pretty straightforward.
But there’s much more you can do with the tech than just comparing company A and company B.
In our latest session from our research and due diligence series, we take a quick look at how to get the most out of Analyser’s comparisons functionality.
This includes:
- Some of the advice specific use cases when comparing platforms, such as cash rates, which platforms pre-fund pension tax relief, non-UK clients and vulnerable clients
- How to compare platforms’ CGT reporting and tooling (which may be useful to come back to pre- and post-Budget)
- Running platform pricing comparisons
- Comparing MPS providers on features, performance and at portfolio level
Compare and contrast
Run all the comparison exercises across platforms and MPS providers that your heart desires. Get started now
