So here we are, the end of another year.

2024 has been a busy one, and the impression we get is that goes as much for you as advice professionals as it does for us at Analyser.

Here’s a snapshot of some of things we’ve been up to in order to support and inform your platform and MPS research throughout the year:

Data and market changes

·       Onboarded 10 new MPS providers and three new platforms

·       Updated complex pricing for AJ Bell, Marlborough and Hubwise

·       Carried out a major review of platform data we hold

·       Updated headline data across Analyser

·       Streamlined our process for collecting MPS data, and added AUM data

Changes inside Analyser

·       Launch of client review report functionality

·       Redesigned user experience, including a new dashboard and workflow

·       A focus on user help, including help with getting started and video tutorials

·       Multi-factor authentication

·       New search functionality

·       Upgrades to downloading documents

Abbey and Terry have also spent quality time with Analyser users, racking up over 60 demos and consultations, managing over 120 online queries and providing support on a further 250+ questions related to suitability and due diligence.

And the development doesn’t stop there.

We’ve got lots of exciting things up our sleeves to share with you come the new year to help power your ongoing assessment of the platform and MPS market, and make it more efficient in the process.

If you’ve got something out of using Analyser over the past year, we’d love to hear how it’s helped you and your firm’s due diligence process. Or, if you’ve got an idea for future developments or providers you want to see, then it’d be great to hear about that too.

Get in touch in the usual ways – either inside Analyser or on [email protected]. You can also book in some time with Terry or Abbey if you’d prefer.