As a user of our free Platform Analyser directory, we thought it'd be worth letting you know a bit more about what our full premium Platform Analyser service has to offer.

Platform Analyser is the lang cat’s platform analysis and due diligence system, covering 26 platforms and with something in the region of 2,000 data points per platform.

When you run your due diligence using Analyser you get a (shortened) version of what we’d do on a bespoke consulting exercise.

This includes a detailed report, defining your shortlist and platform panel and a record of every decision you’ve made. It also includes the justification you’ve provided along the way so you have a detailed audit trail.

The system follows exactly the due diligence process we follow ourselves, and applies equally to small firms or as part of a bespoke exercise for a firm with several billion pounds of client assets.

You can mark functionalities as must-haves and clearly exclude those that don’t have them – results are presented visually and can be easily exported to Excel or PDF.

If you don’t want to run full reports, and just want a quick comparison – perhaps of which platforms offer two-way integration with your CRM system – then you can do that in seconds.

SQUISHY

In short, our aim when we designed Analyser was to squish platform suitability and selection.

Something that took weeks takes a couple of hours the first time you do it with Analyser. The second and subsequent times take minutes. Unless you enjoy playing with platform data, of course. We won’t judge you.[1]

DATA

Data is refreshed continually, and we don’t just believe what we’re told.

We work hard with every platform on Analyser to ensure their information is up to date and accurate, with no marketing blurb.

We collect flow and size data each quarter and play them back. We do the work for you in terms of assessing profitability. And AKG ratings for financial strength are included free of charge.

INSIGHT

For those periods between due diligence exercises, Analyser still has your back.

A quarterly Adviser Briefing tells you who’s doing what in terms of business and runs through all the last quarter’s developments. We also share our quarterly service reviews and scores. It’s like having a tiny lang cat in your office, except without the litter tray.

PRICING

Platform Analyser’s pricing module is worth a special mention.

It gives you an outrageous level of granularity in terms of running scenarios, with wrapper mixes, trading frequencies, models and more all included.

We also – uniquely – allow you to input your own special deals so you can run more accurate real-life comparisons without having to involve anyone else.

Analyser remembers your deals and applies them to your due diligence reports. You can do full pricing exercises or quick comparisons on this basis.

INDEPENDENCE

We jealously guard our independence and the independence of Analyser.

No platform can pay to be on it, or not to be on it. We don’t charge listing fees or offer platforms premium marketing packages. And we don’t try and shrink-wrap the incredible variety and nuance of this sector into ratings which get sold back to platforms that then use them as a marketing tool for the unwary.

It’s nonsensical to us that a professional advice firm in this day and age would pick a platform based on a commercial rating. So if it doesn’t work for you, it doesn’t work for us, and we don’t do it.

GO PREMIUM

The truth is that what we’ve set out here can be done without using Analyser – all you need is the time and energy to collect all the data.

But the system does all that for you, gives you a beautiful report to show your work, rails to run on and the ability to conduct quick research in seconds. We hope you might consider it.

Oh, we didn’t tell you the price. It’s £25 plus VAT per month, with no minimum contract. One licence is enough for most firms. And there’s a seven-day free trial.

Find out more at www.platform-analyser.com. Or to upgrade, log in and follow the signs to go premium wherever you see the padlock within Analyser.