Yes. You can find details on how Analyser helps you meet your Consumer Duty obligations here.
We have partnered with ESG Accord to help with this. ESG Accord is an independent technical compliance firm specialising in ESG and sustainability and they carry out regular assessments. Every range they have an assessment for is highlighted in Analyser.
When you next log in, follow the instructions to upgrade. Don’t worry, you won’t need to enter any payment details. This will direct you through the sign up process and start your 14 day free trial. At the end of your free trial, you have the option to subscribe to Analyser and will be prompted
We’re adding more every month but we currently have: 7IM 8AM abrdn AJ Bell Investcentre Albert E Sharpe Alpha Beta Albemarle Street Partners Arbuthnot Latham Aspen Blackfinch Investments Brooks Macdonald Canaccord Genuity Wealth Management Charles Stanley Wealth Managers Clever Copia Crossing Point EBI EPIC Investment Partners EQ Investors Evelyn Partners Hawksmoor HSBC IBOSS King &
Because we like to offer you the choice. Some people like to pay monthly; some like to pay annually. Whether you pay £300 for the year, or pay £25 month by month, it’s all the same to us.
Yes, before you subscribe or upgrade to Analyser, update the billing email address in ‘account’ and then ‘account settings’. Select the option to send to your billing department when you’re picking the payment packages. Your billing department will receive an email to complete the checkout.