Analyser 3.0 is now even easier to use, and offers new functionality to carry out due diligence at individual client level
Tag Archives: suitability
07
Dec
Dec
The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
04
Dec
Dec
Requested by an Analyser subscriber, Blackfinch Investments portfolios are now available to include in the comparison, due diligence and suitability exercises.
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