FE Analytics saves New Zealand Private Wealth Advisers 'over 15 hours a month'
Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients' assets and have a team of 5 including 3 advisers.
Wellian Investment Solutions
When Richard Philbin, Chief Investment Officer at Wellian Investment Solutions, sought a flexible, automated approach to building his team’s sophisticated fund research reports he adopted FE Analytics FinXL, an excel add-in that pulls data from FE fundinfo’s database, to support his use of FE Analytics.
Harwood Capital LLP
As chief investment officer of Harwood Multi-Manager, Richard Philbin is responsible for everything from building investment models to interviewing asset managers. He is also responsible for bringing FE Analytics FinXL and FE Analytics tools into the company, where he has been described by FE fundinfo as a FinXL ‘super user’.
FE Analytics helps Brisbane Private Wealth tell a story with data
Brisbane Private Wealth are a full-service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’ and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.
When Chris Walklate, Product and Proposition Manager for Wesleyan, revamped the company’s online fund centre, he was looking for something high impact that would showcase Wesleyan’s funds and ‘bring the data to life’ for Wesleyan’s customers. He selected FE fundinfo's Digital as the means to achieve this
Elementary Financial Planning
Elementary Financial Planning is a chartered firm of financial planners that has used FE Analytics since the middle of 2017. Senior ParaPlanner, Simon Moore explains how FE fundinfo’s solutions for Advisers play an important role in powering the business.
Cygnet Wealth Management
Prior to implementing FE Analytics, Cygnet’s advisers did not have a huge amount of data to share with clients. Once they started using the new solution however they had access to much, much more and clients loved the additional information they were getting - and the way it was presented.