Tag Archives: MPS due diligence

New platform switching functionality launches in Analyser

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

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New MPS provider: Saltus Asset Management

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

Due diligence made simple: Choosing your Analyser path

For financial advice professionals, conducting thorough platform and MPS due diligence is essential. Analyser streamlines this process, offering a data-driven approach to assess and compare platforms whilst maintaining independence from providers. Understanding your options The Everything plan If your firm regularly reviews platform suitability and needs ongoing access to market insights, the Everything plan provides