Not sure where to start with your due diligence? We can help with that. 

We recently added six templates to Analyser to give you a head start on due diligence. They are:

• Scale and profit
• Service quality
• AKG (financial strength ratings)
• Sophisticated investment platforms (for alternative investments and greater trading capability)
• Accumulators
• Approaching retirement

These templates have lang cat knowledge and experience baked in. They also benefit from what we know about how Analyser users are using the system, and the kinds of questions your peers are asking.

Sounds interesting. Where should I start?

There’s no better place to start than this introduction by our resident Analyser and due diligence experts, Terry Huddart and Abbey Moffat.

In this video, they explain the thinking behind Analyser templates and how to use them. If you've always wondered about the best starting point for due diligence, or are keen to give the new templates functionality a go, it’s definitely worth a watch.