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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.”
In their own words:
- 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.
Product Displayed: FE fundinfo Financial Advice Hub
Presenter: David Scholes