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Platform & Investment Research

Sam_TSam_T Member
in Technology & IT

Has anyone found a one stop tool for researching suitability of a platform and investment solutions (including MPS) for clients?

Already looked at Defaqto and LangCat Analyser, but wondering if there is anything else?

Thanks

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Comments

  • cottesmore22cottesmore22 Member
    Hi, have you found an answer to this? I’m researching independent advice/research for investment solutions and struggling to find anything very thorough.
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  • WildparaplannerWildparaplanner Member

    we use research from threesixty (with additional overlay by the firm) for the above

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  • cottesmore22cottesmore22 Member
    Is threesixty expensive? I’m looking for help comparing MPS providers but also instead potentially building a CIP. Plus with consumer duty we feel like we need to have more thorough and ongoing reviews of our investment solutions.
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