A while back we mentioned we were working with platforms to bring in a host of new data points into Platform Analyser as part of our latest data upgrade.

The new data is partly based on how platforms are adapting their propositions. But crucially, it’s mostly based on the feedback of advisers and paraplanners who use Analyser day-to-day.

We’re pleased to say this work is complete. Via Analyser you can now find out the following information on your chosen platforms or the ones you’re thinking about using:

- Whether a platform puts ESG principles into practice

- The platform’s USP and point of difference 

- A more detailed picture on adviser support such as opening hours for telephone support, out of hours support, and the technical support on offer for pensions and non-pensions business. Also the BDM support available, and if they have in place a dedicated point of contact 

- Whether the platform offers secure email and web chat  

- Details of the service level agreements 

- Options on excess reportable income, and ex-ante and ex-post reporting information 

- Compatibility with Unipass and details on platform user access 

- The platform’s approach to straight  through processing 

- How the platform deals with vulnerable clients 

- The steps platforms take to make the system accessible to those who are visual, hearing and/or speech impaired. 

It’s an extensive list (the biggest data upgrade we’ve done in one go), so we’d like to say thank you as ever to all of you who submitted your feedback – please keep it coming via [email protected]

Thank you as well to all the platforms for supplying their up-to-date data, and making Analyser even more robust in the process.

For the premium subscribers among you, we have some extra good stuff coming your way to further support your due diligence – look out for that in the new year.