Platform due diligence sources
ruthiebusybee
Member
in General
We're looking to beef up our due diligence process, we've used the same sources for a while, and want to review what else is out there.
Any suggestions?
- Provider's own due diligence pack includes the FinalytiQ report
- We've used Adviser Asset
- Langcat is on our list
Ruth Baker
Comments
Lang Cat Platform Analyser is very good and well worth a look.
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Another vote for the LangCat Platform Analyser.
langcat here too
Defaqto Engage
https://www.defaqto.com/advisers/Engage/how-it-works/investment-research/
Thank you all!
Ruth Baker