Please email [email protected] and we can update it for you.
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27 retail platforms.
We already integrate with Avenir, a leading provider of AI-powered financial reporting solutions, designed to streamline compliance, enhance accuracy, and reduce administrative burdens for financial advisers. We’re working on other integrations as we speak. If there is a provider you use and would like to see integrated, please let us know.
Yes. You can find details on how Analyser helps you meet your Consumer Duty obligations here.
Yes. We have lots of videos to help you use Analyser. You’ll find all of them 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.
Of course. Make sure you’ve signed up for your free trial or already have an active Analyser account. Now book your demo with Abbey or Terry here.
We have 50 MPS providers so far with more coming soon. If there is one you’re looking for drop us a line at [email protected] with the name of the provider and we’ll contact them. It will also speed matters up if you contact your BDM and let them know how much you’d like to see
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.