Right now, Analyser only includes retail platforms. We’ve plans to add ‘adviser as the platform’ platforms like Seccl and SEI in the future.
The data initially held on the system is the standard headline pricing published by each platform, but we give you the ability to edit part of this. Once logged in, go to ‘my firm’ in the top menu and then ‘my pricing’. From here you can view, add, edit and archive pricing deals you’ve created.