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FE CashCalc and FE Analytics

We’re delighted to introduce the initial integration between FE CashCalc and FE Analytics, which will grant those who have a licence to both access to even more functionality.

Better connect the tools you use

It’s important you’re able to easily exchange data and access appropriate functionality between both FE CashCalc and FE Analytics

Request a demo/free trial

What functionality is now available?

Discover what our initial integration will enable you to do and how it will benefit your financial planning process.

  • Scan

    Generate a Medium Scan from within FE CashCalc

  • Export

    Easily export a portfolio from FE CashCalc into FE Analytics

  • Download

    Quickly download documents such as factsheets from within FE CashCalc

Generate a Medium Scan from within FE CashCalc

Quickly import a plans latest valuation and holdings data into FE CashCalc, and then simply generate a Medium Scan there and then. This provides you with choice – either login to your FE Analytics account for access to the full functionality, or stay within FE CashCalc and have access to some of the most used features.

FE CashCalc FE Analytics

FE CashCalc FE Analytics 2

Quickly download documents such as factsheets from within FE CashCalc

With fund data, fund values, and fund codes now stored within your FE CashCalc account, you’ll be able to access and quickly download FE Analytics factsheets, KIID Documents, Adviser Factsheets, and Provider Factsheets from within FE CashCalc. Again, this is providing you with choice.

Easily export a portfolio from FE CashCalc into FE Analytics

Once you import a plans latest valuation and holdings data into FE CashCalc, you’ll then be able to export the portfolio into FE Analytics. This will help eliminate the need to manually create a portfolio within FE Analytics, and instead view FE CashCalc as a conduit between your back-office and FE Analytics. 

Getting started

Setting up your account couldn't be simpler.

  • Step 1

     Integrate your FE CashCalc account and link your clients

  • Step 2

    Import the plans latest valuations and holdings data

  • Step 3

    Start generating Medium Scans, exporting portfolios, etc

How to import latest valuations and holdings data

The first step is to ensure that you have an active integration with either a back-office or platform. Then, once you have linked your clients and their plans, you’ll be able to import latest valuations and holdings data.

This data will then be stored within the ‘Investment Breakdown’ section.

Find out more

FAQs

Who can use the FE CashCalc and FE Analytics integration?

Only those who have both an FE CashCalc and an FE Analytics licence will be able to use the integration. We will automatically detect if you have licences with both using the email address you use to login to both systems, and if they do, you'll be able to use the integration straight away. But please make sure your emails match.

How to set-up the FE CashCalc and FE Analytics integration?

We will automatically detect whether or not you have both an FE CashCalc and an FE Analytics licence, and if you do, you'll be able to use the integration straight away. This means there is no set-up process. But please make sure the email address you use to login to both systems is the same.

Unlock more from FE fundinfo

If you don't currently use both FE CashCalc and FE Analytics but wish to discover how using them together could help, please get in touch.