“Better Connected, Better Informed”
Synopsis:
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Non-integrated technology and services cause friction and inefficiencies within a financial adviser’s financial planning process. We allow financial advisers to plug in technology and services they wish to use within their financial planning process, as well as others through integrations.
- Our FE fundinfo Financial Advice Hub helps advisers digitally onboard and engage their clients, create financial plans, analyse investment options and invest in managed portfolios.
- By connecting the financial advice process, digitising and integrating the customer journey, we help empower financial advisers, saving time and cost for all parties.
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.”
Company Info
HQ: London
Product Displayed: FE fundinfo Financial Advice Hub
Presenter: David Scholes – Sales Manager – FE fundinfo
