Right now, Analyser only includes retail platforms. We’ve plans to add ‘adviser as the platform’ platforms like Seccl and SEI in the future.
Embark removed the main Embark platform from all adviser comparison tools because Advance by Embark is their focus for new business.
Not exactly, but you can enter the total assets as one portfolio value.
We collect these every quarter from our adviser panel.
The buy and sell trades are separate transactions, so this should be added as two entries.
We’re all ears – email your suggestion to support@langcatfinancial.com 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 […]
We don’t hold one, but this can easily be generated yourself within the Comparisons tab.
Email your question and any supporting information to support@langcatfinancial.com and we’ll look into this for you.
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 […]