This is just a quick note to let you know of a couple of changes to how you view things in the Platform Directory section of Platform Analyser.

Previously, when you selected a platform within the Directory, the first page you landed on was ‘macro environment’. This talked about things like how that particular platform was responding to Covid, such as office closures, changes to opening hours and how to get in touch with platform staff.

While Covid remains with us, this isn’t such a live issue as it was when we all moved to home working, and hopefully the different ways of working are now fully established.

Instead, now what you’ll see is the platform’s ‘about us’ summary, which is probably a more natural starting point anyway.

The Covid section is still within Analyser – just not front and centre. You’ll now find it under the general information tab, and ‘operational response to Covid-19’.

MiFID II reporting

We’ve also added a new MiFID II reporting section, which sits in the tools and reporting category. This includes information on a platform’s approach to 10% drop reports and how it communicates these to advisers and clients, as well as how it deals with ex-ante and ex-post charges reporting.

As you’ll no doubt be aware, MiFID II charges and reporting can be a complicated beast. So we’ll be adding to and expanding this section over the coming months.

We’re adding to the Platform Directory and the wider Platform Analyser due diligence software all the time. If there’s any particular feature or development you’d like to see, just let us know at [email protected].