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Financial Advice Hub TV

Watch and learn more about our Financial Advice Hub with a range of how-to, best practice and expert insight videos.

Discover everything you need to know

Our Financial Advice Hub helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios. With Financial Advice Hub TV, you can watch and discover everything you need to know with dedicated channels covering FE CashCalc, FE Analytics and FE Investments. 

FE CashCalc Video Resources

 

What is Cashflow Planning?

Learn about the various methods to plan for your future.

 
What is a Secure Portal?

Find out how to securely communicate and share information remotely.

 
Start reducing the need to manually key client information

How to eliminate one of the biggest pains within our profession.

FE Analytics Video Resources

 
FE Analytics Tips: Investment Planner (ATRQ)

Build client profiles and run risk analysis on their portfolios.

 
FE Analytics Tips: Custom Portfolio Report

A step by step guide on building your own custom report template.

 
FE Analytics Tips: Building Portfolios

Build portfolios and create reports in FE Analytics.

FE Investments Video Resources

 
FE Investments

An award winning manged portfolio service.

 
FE Investments Responsibly Managed

Explore the changes in how people are choosing to invest.

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Arrange a call back from our specialists to find out how FE fundinfo can transform your fund distribution operations.

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Insights from FE fundinfo

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Case Studies
From local to international for South African investors - Profile Group case study
07 December 2021
From local to international for South African investors - Profile Group case study

Profile Group has moved with the times, becoming key players in the online market incorporating share and fund data, with clients ranging from banks to stockbrokers and independent financial advisers (IFAs). Learn from Profile's Ernie Alexander how a chance meeting with a (then) FE representative in the early 2000s has led to an enduring data partnership that continues to grow today.

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Case Studies
Fund Performance Data at the touch of a button
13 September 2021
Fund Performance Data at the touch of a button

Compiling factsheet performance data is much easier than it was back then, says Gergana Kabakova, Jupiter’s Senior Performance Reporting Analyst.

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News
FE fundinfo relaunches fund news channel with UBS
19 July 2021
FE fundinfo relaunches fund news channel with UBS

FE fundinfo has relaunched its fund news channel with UBS Global Wealth Management to provide investors with up-to-date news and analysis from the fund managers.

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News
FE fundinfo signs ESG data agreement with MSCI
12 July 2021
FE fundinfo signs ESG data agreement with MSCI

Today we are announcing a new ESG data agreement that will see MSCI's ESG ratings incorporated into FE Analytics, Trustnet and fundinfo.com

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