Getting on top of your platform due diligence isn't getting any easier in 2022, what with all the continued M&A activity, tech changes and replatforming on the horizon.

But fear not. Platform Analyser is here to help sort the suitable wheat from the confusing chaff.

If you're not a paid-up member, we should take a beat to explain. Platform Analyser is the software we’ve developed to help advisers and paraplanners take robust, defensible decisions on platform suitability. With none of the nonsense.

As you'll be aware, advice firms have a requirement to demonstrate the suitability of what they recommend for their target client segments.

With about 80% of long-term savings and investment business going through platforms, evidencing good platform due diligence is a must.

If you’d like to see what all the fuss is about, please join us for a live 45-minute demo of Platform Analyser on Thursday 27 January at 11am.

You’ll get an overview of our free Platform Directory, an introduction to Platform Analyser and a chance to grill us on any aspect of the software.

We hope to see you on the 27 January.

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