Group

Tax-Advantaged Investment Platform

MJ Hudson Allenbridge has a proprietary online due diligence and reporting platform called AdvantageIQ

This system is how we collect information, perform our analysis and deliver reports to our clients, across the tax-advantaged investment market. There are a number of services available to our clients on this platform:

  • Panel Solutions – including panel creation, monitoring and due diligence research services
  • Advantage Select – a curated product self-selection research subscription service
  • Tax-Advantaged Investment Open Offer Database – A free listing and filtering service for advisers and managers (this does not include research)
  • Data Collection Services – We are able to collect and package due diligence data from managers and provide these to our investors.

The system is fully auditable, tracking all changes made creating the audit trail required to meet our client’s compliance-related needs. The system allows us to collect information, perform our analysis and deliver reports to our clients. We are also able to provide live information feeds and access to moderated data and offer documentation, all delivered centrally via customisable online panel dashboard and product fact sheets.

OUR CLIENTS

"MJ Hudson Allenbridge have been key to helping us feel comfortable in making recommendations in the BPR/VCT/EIS arena."

AdvantageIQ User

"I would like to compliment the MJ Hudson Allenbridge team on their recent VCT research report – absolutely fantastic and incredibly useful!"

Leading Wealth Manager

OUR SERVICES

VCT Valuations & Monitoring

Compliance and Governance

Due Diligence Questionnaires

Panel Management System

Panel Advisory Services

Panel Advisory Solutions

Latest Newsletter

Back to School for Venture Investing? September 2020

USEFUL GUIDES

Tax-Advantaged Investments Ratings Methodology

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