Our latest round of developments have now been added into Platform Analyser – you can read about the new updates below.

Thanks as ever to all those who take the time to pass us their ideas for future developments – please keep them coming.

Switch between select features and platform directory

You can now switch easily between features selection and the platform directory when running comparisons and carrying out full due diligence. If you click on ‘platform directory’ (to the right of ‘select features’), a new tab will open. This allows you to look around the whole directory and see all the features/information available and in the context of what each platform does.  

Changes to requests for an FCA number

If you’re an outsourced paraplanning firm, we no longer ask you to tell us your FCA number or fill out assets under administration as, of course, this doesn’t apply to you.   

Copy selections from incomplete reports

When starting a due diligence report, you can now copy selections from an existing incomplete report as well as complete ones. This means that when a different segment requires very similar selections to the one you’re already working on, you don’t have to complete the report before being able to replicate your selections.    

Changes to adding investment portfolio costs

When adding investment portfolio costs, you can now apply the same fee to all platforms included in your research by using the ‘apply same fee to all’ field – this will save you time in instances where either the same fee applies to all or most of the platforms you’re researching.