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Tag Archives: due diligence
20
Nov
Nov
How the platform’s Continuous Discovery approach feeds into the development cycle, including latest changes made to retirement processes.
07
Nov
Nov
Join us for our live drop-in sessions on client reports and platform-to-platform switching.
15
Aug
Aug
Quickly generate multi-segment reports across your mix of clients and evidence your thinking behind your client proposition.
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.