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Tag Archives: due diligence
11
Aug
Aug
Want to check which platforms are suitable for individual clients? This quick video shows you how.
28
Mar
Mar
Access platform market data at a glance plus the latest platform and MPS developments.
03
Feb
Feb
Supporting advice professionals with platform-to-platform transfers is a key focus of our latest Analyser update, alongside new features to help streamline provider relationships. Moving clients between platforms can be complex and time-consuming. While we can’t control industry-wide transfer processes, we can help advisers better document and justify their platform switching recommendations – especially important under
31
Jan
Jan
You can now research and compare Saltus Portfolios as part of your MPS due diligence inside Analyser. Saltus was founded in 2004 with the aim of bringing institutional style fund management to UK private clients. Saltus launched its MPS ranges in 2014, and currently has over £5bn in MPS assets under management. The Saltus investment
18
Dec
Dec
So here we are, the end of another year. 2024 has been a busy one, and the impression we get is that goes as much for you as advice professionals as it does for us at Analyser. Here’s a snapshot of some of things we’ve been up to in order to support and inform your
21
Oct
Oct
You can now compare and research Invesco as part of your MPS due diligence in Analyser.
05
Aug
Aug
Five portfolios from Pacific Asset Management are now available to include in the comparison, due diligence and suitability exercises.
01
Aug
Aug
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
28
Jun
Jun
Analyser has been updated to include the Dimensional Core, Core Plus and Sustainability Wealth Models – a set of portfolio suites offered by Dimensional and implemented by ebi Portfolios.
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