Charge Comparison And Product Research Tool
Compare charges for platforms and off-platform products and include research based on platform/product features.

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.

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.

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

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.

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.