FREQUENTLY ASKED QUESTIONS
Got questions about Platform Analyser? You’re in the right place.
Got questions about Platform Analyser? You’re in the right place.
Here’s everything you need to know about what Analyser has to offer, plus a collection of the questions we get asked the most (plus the answers, obviously).
Very easily. Go to our log in page and hit the ‘sign up’ button. From here you can create an account, after which you’ll be taken to the ‘choose package’ section. Select the premium package which includes the seven-day free trial. Then follow the simple steps from there.
We have a table for that (this is the lang cat after all):
|Bespoke pricing engine||❌||✔|
|Due diligence reports||❌||✔|
|Monthly insight publications||❌||✔|
|Best practice sessions||❌||✔|
|Cost||Free, gratis and for
|£25pm / £300pa
Basically, the Platform Directory is our free searchable catalogue of the features and capabilities the UK adviser platform market has to offer.
But with premium access, you get so much more. Going premium means full access to the Platform Analyser due diligence system, including the UK’s most advanced pricing comparison engine. On top of viewing platform details, you’ll be able to do all manner of wonderful things. These include:
With our seven-day free trial, you can test drive Analyser for yourself, with no tie-ins.
If you’ve already got a free account, you can upgrade to premium Analyser access by logging in, scrolling below the platform directory and clicking on any premium content, as shown by the padlock. Or click ‘see more’. From the message that pops up , select ‘go premium’ and follow the steps.
If you’re new to Analyser, you can sign up via our log in page.
When you go to create an account, you may see a message that says: “Sorry, we don’t allow signups from disposable email addresses. Please try a different email account.”
A disposable email address is one that isn’t issued by your company, but a personal one such as Hotmail or Gmail. For our system, we do need your work email address rather than a personal one.
This approach is also generally better from a security perspective.
Yes, both. Visit our resources section where you’ll find our ‘how to’ video series covering an overview of the premium Analyser service and the free platform directory, functionality and the price comparison engine.
We also run free 45-minute live demos so you can see how Analyser can help you and as a chance to put any questions to our team behind the software.
To register for our next demo, email@example.com
The data initially held on the system is the standard headline pricing published by each platform, but we give you the ability to edit part of this.
Once logged in, go to ‘my firm’ in the top menu and then ‘my pricing’. From here you can view, add, edit and archive pricing deals you’ve created.
If you find something you can’t edit which you need to amend, get in touch with us at firstname.lastname@example.org and we’ll do it for you.
Pricing deals entered in this way will appear in both the comparisons you run and in your due diligence reports.
Email your question and any supporting information to email@example.com and we’ll look into this for you.
We don’t hold one, but this can easily be generated yourself within the Comparisons tab.
We’re all ears – email your suggestion to firstname.lastname@example.org and as long as it’s something platforms do, we’ll do our best to add it and ask platforms to give us the relevant data. If there’s some reason we can’t add your chosen feature, we’ll let you know.
The buy and sell trades are separate transactions, so this should be added as two entries.
To change your password, log in to Analyser and navigate to ‘account’ and ‘account settings’, then click ‘change your password’.
If you’ve forgotten your password, go to the Analyser log in page and click ‘forgotten your password?’ under the ‘Sign up’ button. Enter your email address and check your inbox for next steps.
Premium access is priced at the modest sum of £300 + VAT a year, or £25 + VAT a month. As a reminder included in that cost, you get all this:
We thought about it, but we believe £300 a year is amazingly good value for what you get. Whether you prefer to receive one £300 invoice for the year, or pay £25 month by month, it’s all the same to us. Bear in mind also that as we introduce new content and functionality on a regular basis, we don’t intend to increase the subscription amount.
When you sign up for the seven-day free trial, we will request your card details but don’t worry – we’ll only take payment when the seven days are up. At any time beforehand, you can cancel your subscription with nothing to pay, no hard feelings.
If you choose to start the premium service without the trial, or to go ahead after the trial, payment will be taken from your card as above: £300 + VAT a year, or £25 + VAT a month.
We’ve chosen Stripe for our payments system, which keeps payments safe via comprehensive security. You can find out more about the security steps they take here.
Yes, you can, but only for annual subscriptions (£300 + VAT). Providing monthly £25 + VAT invoices is a faff for all concerned, as we’re sure you’ll agree. Email us at email@example.com and we’ll provide an annual invoice for payment.
For most small to medium-sized firms, one licence should be fine. You can share the single log in details across the firm, but only one user can be logged in at any one time. We haven’t built firm-level licences as yet for multiple users at the same time, but we will if subscribers tell us they want it.
Not at all. As we build out Analyser in the future (exciting new developments coming very soon on this front, so watch this space), it’ll all be within your existing subscription. There are one or two things some firms have asked for – mainly fund feeds – which would cost a fortune to implement. So we might ask subscribers in future if they’d be happy to pay a bit more to get access to that kind of thing, but otherwise the price is the price.
Yes, we provide receipted VAT invoices, emailed to all paying subscribers. You can ask us for a copy of an invoice at any time using the ‘Get in touch’ button.
No, we’re not in that game. We provide great value for the premium service we provide. As mentioned, we also don’t increase the subscription price for functionality updates and useful content.
In theory you could do that. But you’d lose all the reports you’ve built up, plus be locked out of the useful functionality that’s helping other advisers up and down the country every day.
As we point out to people during sign-up, Analyser is only available to advice professionals. We know who qualify to subscribe on this basis. However, if you work for a platform provider, fund manager, industry body or big consultancy firm please contact our support team and we’ll happily provide you with a demo of what’s available to you.
We believe an Analyser subscription packs in a whole lot of value for you and your firm. But if you’ve decided it’s not for you, that’s fair enough. Log in to Analyser, go to ‘account’, then ‘account settings’, scroll to the bottom and select ‘cancel subscription’.
And if you change your mind, you know where we are.
Of course, we’re always happy to help. Just contact us via the ‘Get in touch’ button at the bottom of your screen within Analyser, or email us at firstname.lastname@example.org.