For the latest analysis on platform switching activity, Adviser Briefing, our regular update on the platform market, is just the ticket.
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Morningstar Wealth (@MStarWealthEMEA) is the latest managed portfolio provider to partner with Analyser, the platform and MPS comparison software from the lang cat (@thelangcat). This brings the total number of MPS providers available to research on Analyser to 52, along with 29 investment platforms.
https://t.co/CQqbIylIEZ
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ESG Accord (@ESG_Accord) have penned an article for Analyser subscribers on the FCA’s stance on greenwashing and what this means for advice professionals.
Find out more here -> https://t.co/gYehohMcSv
The magnitude of constant transformation in the adviser platform world continues to be intense, writes @Terry_Huddart in @Profadviser - read the article here: https://t.co/zXFbCABpuc
Analyser has been updated to include the Dimensional Core, Core Plus and Sustainability Wealth Models - a set of portfolio suites offered by Dimensional and implemented by @ebiPortfolios.
Find out more -> https://t.co/tuyxX6e678
#financialplanning#duediligence#suitability
Book some time with our team to make sure you're getting the most from your Analyser free trial
Simply sign up to a free trial and book a consultation here ---> https://t.co/n4RSew66xd
#paraplanning#financialplanning#duediligence#suitability
MPS ranges from MAIA Asset Management are now available for Analyser subscribers to compare and research as part of their investment due diligence.
Find out more --> https://t.co/VC0gTTK9Sa
#financialplanning#mps#duediligence#suitability
"We just want platforms to answer our questions"
Jessica Lyons at Black Swan Financial Planning shares her experience of platform due diligence.
Catch up here --> https://t.co/QCw6hKL7ZA
Due diligence software Analyser, from financial consultancy the lang cat, has been updated to give advisers better functionality to meet their Consumer Duty obligations. https://t.co/7an8PnOX2B
Comparing MPS performance as part of your due diligence and suitability process is just one of the things you can do with Analyser.
Find out more --> https://t.co/JI35qbu9SF
#duediligence#financialplanning#mps
Subscribers to Analyser get access to @thelangcat's State of the Platform Nation, for free. That's a whole of report - packed full of analysis and insight - from the lang cat.
Find out more >
https://t.co/bMa7WWCZ7q
#duediligence#financialplanning#platforms