Did you nearly get RSI writing down all the research and analysis tools paraplanners rate in this online assembly? If you missed a few or just couldn’t keep up, you are in luck as we have popped them all down here.
Plus if you missed the actual live event, watch it here to find out more on why we rate these tools and what we find them useful for.
Fund research
- FE Analytics (helpful assemblies on this tool are here and here)
- Trustnet
- Morningstar
- Fundecomarket
- Worthstone (Their next Impact Investment Academy is on Tuesday 16th November 2021 and can be found here)
- Ethical Screening
- DD|hub
Wrapper and product research
- Langcat Platform Analyser
- WrapCompare
- NextWealth Directory
- Synaptic
- Defaqto Engage
- Tax Efficient Review
- MiCap
- iPipleline (Assureweb)
- Iress Exchange
- CI Expert
- Selectapension
- Boring Money
Technical researcH
- Big Tent
- Standard Life Tech Zone
- Prudential
- Old Mutual Wealth
- Royal London
- Techlink
- HMG & HMRC
- ONS
- My Care Consultant
- Law Society IHT Handbook
Financial planning
These are sites to find out general information and do analysis and planning research.
- Prudential Tools & calculators
- Royal London salary sacrifice calculator
- Age UK
- TFP Calculators
- Listentotaxman
- The Salary Calculator
- Reverse Tax Calculator
- State Pension Age Calculator
- ONS Life Expectancy Calculator
- Money Advice Service
- Mortgage Overpayment Calculator
- Royal London rates & Factors
- Just CY calculator
- Invidion
- Vanguard Pension Calculator
- BOE inflation calculator
- Voyant
- Cashcalc
- Moneyscope
- Timeline
Others
Remember, you can watch the show here and if you have any more questions, people are always happy to help on the Big Tent.
