Improved reporting and scalable planning through integrated FE fundinfo tools: How Robin Collins enhanced review efficiency and supported client bank growth using Nexus for IFAs
Learn how adviser Robin Collins saved 440+ admin hours annually by integrating FE Analytics and FE CashCalc. He now boasts of streamlined reporting, improved planning, and easier client bank assessments, for faster, more confident decisions.
Background
As client numbers increased and regulatory expectations became more demanding, Robin Collins needed a more efficient and consistent approach to reporting and planning. The goal was to gain better access to reliable investment data and support growth through the smooth acquisition and onboarding of new client banks.
Objectives
To improve reporting consistency and enable scalable client planning, Robin integrated FE Analytics and FE CashCalc (Nexus for IFA’s) across key areas of the advice process, including:
- Client reporting
- Performance analysis
- Cashflow modelling
- Data integration
- Planning efficiency
- Client engagement
- Scalable growth
Achievements
Robin now delivers more consistent, data-driven client reviews and is better equipped to assess new client bank opportunities quickly and accurately.
Streamlined reporting
FE Analytics enabled quicker access to risk scores, performance tables, and one-year comparisons, simplifying report creation and ensuring consistency.
Integrated planning
By linking FE Analytics portfolios to FE CashCalc, Robin created more realistic cashflow projections and eliminated duplication of data entry.
Support for acquisitions
Structured access to underlying investment data made it easier to evaluate client bank opportunities efficiently.
Improved accessibility
Replacing third-party tools with FE fundinfo’s platform resolved access issues and improved the availability of investment data.
Enhanced growth capability
The tools supported client base expansion by making processes more scalable and investment data more reliable.
We’re very happy with the outputs from FE fundinfo. The tools help us work more efficiently and make faster decisions, especially when looking to grow through acquisitions.
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