Imagine you had the confidence that:
Goals and cashflow plans could be simply created, clearly explained & easily maintained
The data you need to make investment decisions was accurate and accessible
Data flowed seamlessly across onboarding, goal and cashflow planning, investment analysis & reporting
Your clients felt empowered to actively participate in the advice process
Your clients were investing in portfolios that managed risk and met their expectations
What would that give you the freedom to do?
Connecting financial advice
Our FE fundinfo Financial Advice Hub helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios.
Select from the segments opposite to discover how we can help you become Better Connected and Better Informed, and help streamline your advice process.
Find out more about our solutions for Fund Managers.
Find out more about our solutions for Fund Distributors.
Client Onboarding & Engagement
FE Onboard (CashCalc) enables you to securely communicate and share information with clients using bank-level security.
With industry standard AES-256 encryption, our Portal is bank-level secure, allowing you and your clients to communicate and share information with confidence.
The Portal can be white-labelled with your company branding and is available to download as an app for smartphone and tablet devices.
Our Digital Fact Find enables you to gather personal and financial information about your clients remotely, saving you time and making your process much more efficient.
Information can then be seamlessly sent to other software providers you use via integrations, reducing the need to manually key client information and retaining accuracy.
Capture your clients' attitude to risk or attitude towards ESG/sustainable investing so that you can recommend suitable investments to help them meet their goals and beliefs and review them over time.
Our 2-way Document Exchange enables both you and your clients to digitally share documents with each other via the secure Portal, eliminating the need for a manual exchange.
Documents can be digitally accepted, which means clients can receive, read and agree to documents, such as your terms of business and fee agreement, remotely.
With industry standard AES-256 encryption, our Portal is bank-level secure, allowing you and your clients to communicate and share information with confidence.
The Portal can be white-labelled with your company branding and is available to download as an app for smartphone and tablet devices.
Our Digital Fact Find enables you to gather personal and financial information about your clients remotely, saving you time and making your process much more efficient.
Information can then be seamlessly sent to other software providers you use via integrations, reducing the need to manually key client information and retaining accuracy.
Capture your clients' attitude to risk or attitude towards ESG/sustainable investing so that you can recommend suitable investments to help them meet their goals and beliefs and review them over time.
Our 2-way Document Exchange enables both you and your clients to digitally share documents with each other via the secure Portal, eliminating the need for a manual exchange.
Documents can be digitally accepted, which means clients can receive, read and agree to documents, such as your terms of business and fee agreement, remotely.
Financial Planning
FE CashCalc provides you with tools to create powerful and engaging lifetime cashflow plans which will bring your client's financial situation to life and engage them in the advice process.
Create either net cashflow plans, or cashflow plans which account for tax rates, thresholds, and much more.
As well as conducting deterministic and stochastic modelling, you can run market simulations to stress test the cashflow plans you create to help clients prepare for ‘what-if’ scenarios.
Pre-populate the Cashflow Modeller with client information straight from a digital fact find, reducing the need to manually key client information.
Integrate your FE CashCalc account with the other software providers you use and start to reduce the need to manually key any client information throughout your entire financial planning process.
Compliment the cashflow plans you create by using our entire range of financial planning tools, which includes mortgage, investment, protection and IHT tools.
Create either net cashflow plans, or cashflow plans which account for tax rates, thresholds, and much more.
As well as conducting deterministic and stochastic modelling, you can run market simulations to stress test the cashflow plans you create to help clients prepare for ‘what-if’ scenarios.
Pre-populate the Cashflow Modeller with client information straight from a digital fact find, reducing the need to manually key client information.
Integrate your FE CashCalc account with the other software providers you use and start to reduce the need to manually key any client information throughout your entire financial planning process.
Compliment the cashflow plans you create by using our entire range of financial planning tools, which includes mortgage, investment, protection and IHT tools.
Investment Research
FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring.
Our risk profiler is customisable to your investment proposition, enabling you to risk profile your clients, assess their capacity for loss and map their needs to specific investment choices.
Deliver consistent advice by bringing all the steps and processes together, and summarise your process in client friendly reports.
ESG Ratings provided by ISS are available in the fund filter, factsheets, portfolio scans and reports.
These ratings are designed to give you an indication of the ESG performance of funds, and to support you in making an investment decision aligned with your clients' objectives and values.
Our Model Portfolio Service (MPS) directory provides access to all the underlying holdings data of model portfolios, enabling you to extract additional information for your clients and demonstrate the value of your investment advice.
Choose from over 70 providers to conduct objective due diligence, bespoke comparisons and produce comprehensive reporting.
Assess the impact of costs on a portfolio by calculating the reduction in its yield (RIY) after set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges.
Give your clients a comprehensive view of the impact of costs on their portfolio and expected future returns, whilst saving you time and helping you meet your reporting and compliance obligations.
Our risk profiler is customisable to your investment proposition, enabling you to risk profile your clients, assess their capacity for loss and map their needs to specific investment choices.
Deliver consistent advice by bringing all the steps and processes together, and summarise your process in client friendly reports.
ESG Ratings provided by ISS are available in the fund filter, factsheets, portfolio scans and reports.
These ratings are designed to give you an indication of the ESG performance of funds, and to support you in making an investment decision aligned with your clients' objectives and values.
Our Model Portfolio Service (MPS) directory provides access to all the underlying holdings data of model portfolios, enabling you to extract additional information for your clients and demonstrate the value of your investment advice.
Choose from over 70 providers to conduct objective due diligence, bespoke comparisons and produce comprehensive reporting.
Assess the impact of costs on a portfolio by calculating the reduction in its yield (RIY) after set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges.
Give your clients a comprehensive view of the impact of costs on their portfolio and expected future returns, whilst saving you time and helping you meet your reporting and compliance obligations.
Managed Portfolios
FE Investments Managed Portfolios are expertly built with a focus on diversification, providing you with a range of strategies to fit your clients’ needs and attitudes to risk.
The Responsibly Managed range aims to build on our core principles of doing less harm and doing more good, while delivering on our risk and return profiles.
The portfolios are constructed with our key ESG principles in mind to make sure that your clients’ money is having a positive impact on society and the environment.
Responsibly ManagedThe Hybrid portfolios aim to bring you and your clients a set of simple and clear risk-focused investment options.
The range blends both active and passive funds to produce a set of portfolios that balance cost considerations with diversification and risk management.
Hybrid PortfoliosThe Mosaic portfolios aim to blend a set of core and satellite strategies across a range of assets into a broader diversified portfolio.
Each asset class or geographical region forms a "tile" in the asset allocation which, when combined with other tiles in the construction, comes together to form the “mosaic”.
Mosaic PortfoliosThe Natural Income portfolio range aims to provide your clients with a diversified income strategy that meets their needs which can be used in both the accumulation and retirement phases of financial planning.
The portfolios are constructed with both yield and capital growth requirements in mind, with our range of income portfolios designed to meet different client needs.
Natural Income PortfoliosThe Decumulation portfolio range aims to provide your clients with a well thought out, planned and sustainable income drawdown during retirement.
The portfolios are constructed to consider the income needs of your clients, while also making sure that their capital does not run out prematurely, working in tandem with a cash-flow plan.
Decumulation PortfoliosThe Responsibly Managed range aims to build on our core principles of doing less harm and doing more good, while delivering on our risk and return profiles.
The portfolios are constructed with our key ESG principles in mind to make sure that your clients’ money is having a positive impact on society and the environment.
Responsibly ManagedThe Hybrid portfolios aim to bring you and your clients a set of simple and clear risk-focused investment options.
The range blends both active and passive funds to produce a set of portfolios that balance cost considerations with diversification and risk management.
Hybrid PortfoliosThe Mosaic portfolios aim to blend a set of core and satellite strategies across a range of assets into a broader diversified portfolio.
Each asset class or geographical region forms a "tile" in the asset allocation which, when combined with other tiles in the construction, comes together to form the “mosaic”.
Mosaic PortfoliosThe Natural Income portfolio range aims to provide your clients with a diversified income strategy that meets their needs which can be used in both the accumulation and retirement phases of financial planning.
The portfolios are constructed with both yield and capital growth requirements in mind, with our range of income portfolios designed to meet different client needs.
Natural Income PortfoliosThe Decumulation portfolio range aims to provide your clients with a well thought out, planned and sustainable income drawdown during retirement.
The portfolios are constructed to consider the income needs of your clients, while also making sure that their capital does not run out prematurely, working in tandem with a cash-flow plan.
Decumulation PortfoliosOn demand: How can a Tailored MPS help your advice business?
While some firms will find an off the shelf model portfolio service is ample to meet their challenges, we have found that many of our partners require something more bespoke to meet their unique needs. That’s why we’ve developed Tailored, our custom MPS for advisers, which enables you to shape our core investment capabilities around your business and client book.
But, as a newer option for advisers, what do these solutions look like and how can they help your business?
8 ways FE Analytics can help you meet the Consumer Duty Products and Services outcome
Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.
NOW LIVE: Integration between FE Analytics and FE CashCalc
We’re delighted to introduce the initial integration between FE CashCalc and FE Analytics, which will grant those who have a licence to both access to even more functionality.
Event recording: What does the tech-enabled advice firm of the future look like?
How advisers can match the needs of their business and clients to technology and what innovations in financial services technology and integrations could change the advice process for the better.
