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The UK's leading platform and product research tool

informing the placement of over
£210 billion of assets by 14,000 advisers

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Platform due diligence best practice webinars

With the FCA review underway we are running a series of webinars based on due diligence practices of over 4,300 adviser firms with 14,000 RIs and over £210bn assets. Please use our contact us form to register your interest.

 

 

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The tools

The AdviserAsset tool set comprises a product and platform charge comparison tool, a platform due diligence tool, a pension switching analysis tool and a drawdown analysis tool. A unique and high performance resource for advisers in today's challenging market place.

 

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Post budget drawdown charge comparison tool now live!

A unique tool which enables drawdown income scenario planning and charge comparisons.

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Platform price wars?

Colin's latest blog now up.

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fca due diligence review...eight steps to be ready

With the thematic review underway we outline eight steps to be ready if the FCA comes knocking

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