Up-to-date fund information on your website
Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website.
Customised to your business
Our digital tools for advisers can be customised to match your brand, fund range and investment messages so that you can deliver tailored and powerful information solutions to clients via your own website.
Our online investment tools are constantly evolving to ensure that you benefit from the latest functionality, the freshest data and the most innovative solutions.
We can provide a range of 12 intuitive templates that can be easily added to a website or client portal to display fund and/or portfolio data to your clients.
Display Factsheets, Key Investor Information Documents and Prospectuses. All documents can be customised to your company branding.
FE fundinfo acquires CashCalc
Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.
Thriving through turmoil
How Financial Advisers navigated a year of unprecedented change
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey
So much more than just a research tool, FE Analytics has evolved to support an advisers' complete investment proposition.
Watch the video to learn more.
Our Managed Portfolio Service enables you to confidently recommend risk-targeted portfolios to your clients, while we look after the underlying investment decisions, reporting, regulation and governance.
Click the video to learn more about our award-winning service.