What we do - Tools and Services

Charge Comparison And Product Research Tool

Compare charges for platforms and off-platform products and include research based on platform/product features.

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Consolidation And Switching Tool

Undertake wrapper-to-wrapper switch analysis. Analyse the impact of consolidating assets onto a single platform that are distributed across many different wrapper types and providers/platforms.

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Drawdown Tool

Specify the levels of drawdown income your client would like to take over time (if any), and compare the resulting charges for flexi-access drawdown solutions.

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Cashflow Modelling Tool

Flexibly model your client's incomes, expenses and savings pots (including contributions and withdrawals) taking into account taxation and Monte Carlo simulations.

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Platform Due Diligence Tool

Specify the platform requirements of your clients and firm and compare platforms using the due diligence framework defined by the FCA.

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Platform Ratings

We award ratings to platforms based on an empirical analysis of price competitiveness, service quality/user experience, range of features/functionality and the stability of the platform.

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Our difference - Why AdviserAsset

Squaring the circle – delivering the best and easiest to use tools and at the very lowest cost. Impossible? No. That is exactly what we have done.

Tool range and integration – we have a range of tools to support charge comparison, switching/consolidation, platform due diligence and cash flow planning. The tools integrate with each other, and now also integrate with Intelliflo.

Highly responsive -hardly a month goes by without the tools being enhanced, always steered by adviser suggestions/requests.

Built by advisers for advisers – advisers are an integral part of all of our developments. Our founder was previously a practicing IFA.

Tools built in today’s world of platforms and DFMs – our tools are capable of aggregating assets across multiple wrappers, rather than being constrained by the product silos that used to exist pre-platform world.

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