If you’re recommending that a client changes platforms, you can use Analyser’s dedicated platform-to-platform switching report to evidence this.
This quick how-to video takes you through the process. It covers:
- How to add clients, including using the ZeroKey integration to do this
- Linking due diligence reports for the client’s current platform
- Tailoring to the client’s portfolio value, wrapper split and more
- Price screening, including core pricing and any special deals you have in place
- Outlining your reasons why you are recommending or not recommending a particular platform
- Using the Avenir integration to upload to your suitability report
Read more: New platform switching functionality launches in Analyser
Analyser reporting
Want to run a platform-to-platform switching report for your clients? Get started now to see how Analyser can support your platform research at a firm and client level.
