help and support on hand.

Got questions about Analyser? You’re in the right place

Find all you need to know about what Analyser has to offer, plus the questions we get asked the most (and the answers, obviously)

If you have an Analyser experience you’d be happy to share, please drop us a line.

Setting up and using Analyser

Very easily. Go to our registration page and follow the instructions. Here you can set up an account and you’ll be ready to start your 14 day free trial.

If you’ve already got a Directory account and you want to upgrade to Analyser, simply log in and follow the instructions to upgrade. 

If you’re new to Analyser, you can sign up here.

When you go to create an account, you may see a message that says: “Sorry, we don’t allow signups from disposable email addresses. Please try a different email account.”

A disposable email address is one that isn’t issued by your company, but a personal one such as Hotmail or Gmail. For our system, we do need your work email address rather than a personal one.

This approach is also generally better from a security perspective.

Yes, both.

If you have already got an account or have signed up for a free trial, you can book an appointment with Abbey and Terry here.

If you have any questions or problems with the appointment link, drop us a line at [email protected].

We publish all ‘how to’ videos here.

To change your password, log in to Analyser and navigate to ‘account’ and ‘account settings’, then click ‘change your password’.

If you’ve forgotten your password, go to the Analyser log in page and click ‘forgotten your password?’ under the ‘Sign up’ button. Enter your email address and check your inbox for next steps.

Yes. You can find details on how Analyser helps you meet your Consumer Duty obligations here.

Yes, we are working on integrations as we speak. If there is a provider you use and would like to see integrated, please let us know.

Please check your junk/spam folder and add [email protected] to your saved sender list.

Please email [email protected] and we can update it for you.

Platform suitability and due diligence

27 retail platforms.

Right now, Analyser only includes retail platforms. We’ve plans to add ‘adviser as the platform’ platforms like Seccl and SEI in the future.

We collect these twice a year from our adviser panel. These are rated out of a score of 5.

Comparing MPS in Analyser

We have 50 MPS providers so far with more coming soon. If there is one you’re looking for drop us a line at [email protected] with the name of the provider and we’ll contact them. It will also speed matters up if you contact your BDM and let them know how much you’d like to see their MPS on Analyser.

We currently have:

  • 7IM
  • 8AM
  • abrdn
  • AJ Bell Investcentre
  • Albemarle Street Partners
  • Albert E Sharpe
  • Alpha Beta
  • Arbuthnot Latham
  • Aspen
  • Barras Capital Management
  • Blackfinch Investments
  • Brooks Macdonald
  • Canaccord Genuity Wealth Management
  • Charles Stanley Wealth Managers
  • Clever Marlborough
  • Copia
  • Crossing Point
  • CS Investment Managers
  • EBI
  • EPIC Investment Partners
  • EQ Investors
  • Evelyn Partners
  • Hawksmoor
  • HSBC
  • Investec Wealth & Investment
  • King & Shaxson
  • LGIM
  • LGT Wealth Management
  • Liontrust
  • MAIA
  • M&G Wealth
  • Marlborough
  • O-IM
  • P1
  • Parmenion
  • Puma Investments
  • Quilter
  • Quilter Cheviot
  • Rathbones
  • RBC Brewin Dolphin
  • Rockhold
  • Sarasin & Partners
  • Schroders
  • Sparrows Capital
  • Tatton
  • Timeline Portfolios
  • Transact – BlackRock
  • Tribe Impact Capital
  • Waverton
  • Whitechurch

Let’s start with what MPS stands for. In Analyser, MPS stands for Managed Portfolio Service.

A MPS is a range of portfolios managed by a DFM that any financial planner or adviser can invest in.  They are usually risk rated and managed through rebalancing, fund changes and weightings of every underlying asset.

The MPS is available directly from the DFM or through a third party platform – such as a platform! Either way, it means anyone can access the discretionary managed portfolios; they are not tailored to an individual.

There are two different legal structures for MPS; Agent as Client or Reliance on Others. Analyser includes details of the legal structure of every MPS.

That’s easy. Drop us a line at [email protected] with the name of the provider and we’ll contact them. It will also speed matters up if you contact your BDM and let them know how much you’d like to see their MPS on Analyser.

Analyser shows performance and volatility for every portfolio. The data represents cumulative figures, net of investment costs and MPS fees unless indicated. The data is provided quarterly by the MPS provider, and we rely on each MPS provider for ensuring reliability and accuracy of their own data. Although data is believed to be reliable and accurate, we can’t take responsibility for this, or guarantee accuracy.

We’ve written a blog post on this.

We have partnered with ESG Accord to help with this. ESG Accord is an independent technical compliance firm specialising in ESG and sustainability and they carry out regular assessments. Every range they have an assessment for is highlighted in Analyser.

Pricing and billing

To experience the full power of Analyser, the price is £25 + VAT a month, or £300 + VAT a year. Included in this price, you get all this:

  • A proven deep-dive screening process to create bespoke due diligence reports setting out the rationale behind your chosen platforms, with a built-in audit trail to boot
  • The ability to run one-off interactive pricing and features comparisons between platforms, based on specific must-haves or great-to-haves… all done in seconds
  • The ability to compare and contrast MPS in order to create a MPS shortlist 
  • Ad hoc research to help you keep up with the key issues of the day
  • Staying informed about what’s happening in your industry through our market insight, reports, briefings, articles and other useful content, all in one place
  • New functionality added all the time

For security, Analyser uses Multi Factor Authentication. This means that only one person can be logged in at any one time. We haven’t built firm-level licences yet for multiple users at the same time, but we will if subscribers tell us they want it. If, in the meantime, you are considering multiple subscriptions for your firm, why not get in touch with the team.

As we point out during sign-up, Analyser is only available to advice professionals. We know who qualify to subscribe on this basis. However, if you work for a platform provider, fund manager, industry body or big consultancy firm please contact our support team and we’ll happily provide you with a demo of what’s available to you.

You can pay by direct debit or card for monthly and annual subscriptions. Card payment can also be facilitated via Apple or Google pay. We only take a bank transfer for annual subscriptions. To set up a bank transfer, contact us at. After the transfer has been arranged, we’ll send you an invoice. 

If, at the end of your 14 day free trial, you decide you can’t do without Analyser, we guide you through the process to set up your subscription.  

If you want to sign up to Analyser without the trial, we’ll guide you through the same process to set up your subscription.  Go to ‘account’, ‘manage payment settings’ and click ‘Subscribe’.

We’ve chosen Stripe for our payments system, which keeps payments safe via comprehensive security. You can find out more about the security steps they take here.

We believe an Analyser subscription packs in a whole lot of value for you and your firm. But if you’ve decided it’s not for you, that’s fair enough. Log in to Analyser, go to ‘account’, then ‘account settings’, scroll to the bottom and select ‘cancel subscription’.

And if you change your mind, you know where we are.

The first payment will be taken three working days after it is set up and the same date thereafter.

Yes. When you are logged into Analyser, go to ‘account’, and then ‘account settings’. You’re able to add your billing email address here.

This will be used if the original email address is no longer in use or the user has left the company.

Yes, before you subscribe or upgrade to Analyser, update the billing email address in ‘account’ and then ‘account settings’. Select the option to send to your billing department when you’re picking the payment packages. Your billing department will receive an email to complete the checkout.

Support and feedback

Of course, we’re always happy to help. Just contact us via the ‘Get in touch’ button at the bottom of your screen within Analyser, or email us at [email protected].

Analyser is built on adviser feedback. So if you have any suggestions for features you’d like to see, just let us know at [email protected].

There’s also the ‘Get in touch’ button for any queries, suggestions or other general Analyser related comments.

Of course. Make sure you’ve signed up for your free trial or already have an active Analyser account. Now book your demo with Abbey or Terry here.

Yes. We have lots of videos to help you use Analyser. You’ll find all of them here.

Please check your junk/spam folder and add [email protected] to your saved sender list.

Please email [email protected] and we can update it for you.

Got questions?

let’s talk!

Complete the form with details of your query or email us at [email protected]

If you already have an account and would like to book a consultation with the team, you can do that here.

If you’ve had an experience of Analyser that you’d like to share with others, we’d love to hear about it. Share your thoughts here too.

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