Connecting financial advice
Improve your advice process and client outcomes with our market leading
best-of-breed technology, integrations and investment solutions.
FEATURES & BENEFITS
How we can help
Financial advisers are the personal navigators of the financial planning and investment world, guiding their clients through the complexities of wealth creation and management in an ever-evolving regulatory environment.
The onus on advisers to support their clients in achieving their personal and financial goals, demonstrating suitability and value while also managing their expectations as never been greater; signalling the need for a robust, compliant and scalable centralised investment proposition, accurate fund data and integrated tools and services.
We can support financial advisers to operate more efficiently, stay compliant, enable their clients to make informed decisions, manage risks effectively, and provide a better service to their clients.
The Financial Advice Hub provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions, enabling a simpler, more productive, and much more powerful financial planning process.
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Connected, efficient advice process
Our connected software, integrations and investment services allow you to plug in the technology and software you wish to use. We enable a simple and scalable financial planning process, driving regulatory compliance and freeing up time so you can focus on providing the best possible service to your clients and growing your business.
Our priority is your investment success, and for over 25 years we’ve been providing the tools and data you need to support your clients to make informed investment decisions.
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Golden source, accurate data
Data sits at the core of everything we do. From personal and financial client data to fund and investment fund data and reporting, we enable the secure and seamless flow between systems, so you can carry out the research and analysis you need to make suitable recommendations, confident that all data is accessible and accurate.
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Manage risk and meet your clients’ expectations
From our simple and visual tools and engaging reports to our risk managed portfolios, our solution puts your clients first, providing you with everything you need to engage them in the advice process, deliver investments that meet their goals and provide excellent service and communication.
FEATURES & BENEFITS
Discover our Financial Advice Hub and best of breed solutions
Leverage our technology and services to create a simpler, more productive, and much more powerful financial planning process.
Financial Advice Hub
The Financial Advice Hub provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions.
Sitting between your back office and chosen platform, the Financial Advice Hub provides the tools you need to complete the advice journey. It helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios.
- Operational efficiencies
- Data integrity & security
- Award-winning best of breed technology
- Robust & scalable advice process
- Integrations
Client Onboarding and Engagement
Our secure digital environment and relationship management tools facilitate remote communication and engagement between you and your clients, elevating the pain points of traditional paper-based onboarding and annual review processes.
Securely communicate and share information with each other remotely, engaging your clients in the process from the very beginning and save time for you both.
- Client-friendly interface
- Remote and secure communication
- Time & cost-saving
- Elevates client service
Financial Planning
With the country’s leading cashflow modeller and financial planning tools, you’ll be able to create visually engaging cashflow plans that bring your clients’ financial situation to life. Our vast array of tools and calculators enables you to stress test your plans and ensure they meet your clients’ needs.
- Visually engaging
- Comprehensive financial planning tools
- Third party integrations
- Regulatory compliance
Investment Research
We support your firm's investment process by providing unrivalled, whole of market investment data, coupled with a range of advanced modelling, analytical, reporting and presentation tools.
Sitting at the heart of many advisers' centralised investment propositions, FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of.
- Golden source data & documents
- Research individual funds & portfolios
- Demonstrate value
- Custom reporting
- Regulatory compliance
Managed Portfolios
Our Model Portfolio Services draws on our heritage as a leader in accurate financial data, intelligent software and investment knowledge. Combined with decades of experience from our award-winning investment team, our solutions are designed to help meet the challenges you face and empower you to focus on delivering first class financial advice.
- Cater for a wide variety of client needs
- Driven by data insights
- Customer service excellence
- Compliant centralised investment proposition
- Customisable solutions
RELATED INSIGHTS
What we think
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
