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

Setting up and using Analyser

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Is there a trial available?

Category: Setting up and using Analyser

You can sign up straight away but if you’d prefer to give it a go first, there is a trial available. The trial is limited to 14 days and certain functions are disabled. 

Head to the registration page and follow the instructions.

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Analyser sounds great. Where do I sign up?

Category: Setting up and using Analyser

If you’ve already user Analyser (on the free trial or as a subscriber), and you want to try it again, simply log in and follow the instructions to upgrade. 

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

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I’m seeing a message about disposable email addresses. What does this mean in plain English?

Category: Setting up and using Analyser

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.

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Do you provide ‘how to’ videos and demos?

Category: Setting up and using Analyser

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.

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How do I reset/change my password?

Category: Setting up and using Analyser

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.

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Does Analyser help with Consumer Duty?

Category: Setting up and using Analyser

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

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Do you have plans on adding integrations to Analyser?

Category: Setting up and using Analyser

We already integrate with Avenir, a leading provider of AI-powered financial reporting solutions, designed to streamline compliance, enhance accuracy, and reduce administrative burdens for financial advisers.

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

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Why am I not getting the MFA emails into my email inbox?

Categories: Setting up and using Analyser, Support and feedback

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

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I am not getting the MFA emails as my email address is incorrect. What do I do?

Categories: Setting up and using Analyser, Support and feedback

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.

Start using Analyser.

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