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Gain greater insights into a fund’s ESG performance with our new ESG Ratings from ISS in FE Analytics.
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Goals-based cashflow planning: what is it and why should I use it?
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We are therefore delighted to introduce the first set of ESG Ratings into FE Analytics, designed to give you an indication of the ESG performance of funds and more.
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Find out how you can easily calculate pension carry forward and tapered annual allowances with FE CashCalc's intuitive tool.
How the new pension rules may affect your clients' retirement plans and why cashflow modelling is key in lifetime financial planning.
Discover how the Financial Advice Hub can help you meet the FCA’s Consumer Understanding and Support outcomes and provide a seamless and engaging advice experience for your clients.
Discover how the FE fundinfo Financial Advice Hub can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.
Find out how to make the most suitable recommendations for your clients by utilising FE CashCalc's digital onboarding and cashflow planning tools.
Our newest enhancements in FE CashCalc allow you to further personalise the fact find template, send documents to your clients for completion ahead of annual review meetings, and add a pension commencement lump sum allowance into the gross cashflow modeller for your at-retirement clients.
Our newest enhancements to FE CashCalc allow advisers to input additional questions within the Fact Find templates. These enhancements were built directly based on adviser feedback, ensuring that we are always improving the tool to best support you and your clients.
With so many cashflow planning tools now on the market, it is important to understand what you should be looking for when investing in a new tool to enhance your tech stack, bring efficiencies to your advice process, and help you provide the best outcomes for your clients.
In today's financial landscape, the role of financial advisers is more critical than ever. As consumers navigate complex investment decisions and seek expert guidance, it is essential for advisers to fulfil their responsibilities towards their clients.
Almost half a million hours, costing more than £70m, in wasted financial adviser time during 2022 could now be put to better use, stats show following the latest FE fundinfo integration.
The integration between FE CashCalc and FE Analytics is now live and will enable those who have a licence to both the ability to generate a Medium Scan from within FE CashCalc, easily export a portfolio from FE CashCalc into FE Analytics, and quickly download documents such as FE Analytics factsheets from within FE CashCalc.
The integration launch of two of FE fundinfo’s key products – FE CashCalc and FE Analytics – will save hours of wasted time for financial advisers during the financial planning process.
Importing up-to-date valuations into FE CashCalc is viewed by many financial advisers as a feature which significantly helps increase the efficiency of their annual review process. Here, we demonstrate how to import a plan's latest valuation.
With FE CashCalc, you can conduct straight-through processing to Fundment's investment platform. But what are the benefits of straight-through processing to a platform?
Gain an initial understanding of your clients' attitude towards sustainability within their everyday life using our Sustainable Investing Questionnaire (SIQ).
Reduce the need to manually key client information throughout your entire financial planning process using our newly developed 2-way integration with Wealthcraft.
Manually onboarding clients is a time-intensive task, but with the FE Onboard secure Portal, you can create a seamless experience that will benefit both you and your clients.
You can now conduct straight-through processing from your CashCalc account to an investment platform, thanks to our stage one integration with Fundment.
Our full 2-way integration with Adviser Cloud will help reduce the need to manually key client information and make your financial planning process much more efficient.
Following your feedback, our 2-way integration with Intelliflo Office now includes Protection Policies, therefore reducing the need for you to manually key client information even further.