EATT2024 Demo - FE Fundinfo - Adviser Software

EATT 2024 Disturbance Demo – FE fundinfo

The FE fundinfo Financial Advice Hub helps advisers to onboard and engage their clients, create financial plans, analyse investment options, and produce client-friendly reports.
It is made up of FE CashCalc and FE Analytics.
During the demo we will be focussing on the significant benefits of our integrations, enabling advisers to adopt a ‘best of breed’ approach, and create a simpler, more productive, and much more powerful financial planning process.”

Every day, thousands of financial advisers rely on our data and products to help their clients meet their financial goals.
Trusted for our technology solutions, research & analysis, and expert insights, we provide transparency and enable efficiency to streamline the advice process – giving financial advisers more time to focus on their clients.
Our FE fundinfo Financial Advice Hub helps advisers onboard and engage their clients, create financial plans, analyse investment options and invest in managed portfolios.
We believe in making the industry Better Connected and Better Informed to help you and your clients make better investment decisions.