FE fundinfo acquires CashCalc
Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.
Thriving Through Turmoil
How have Financial Advisers navigated a year of unprecedented change?
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey
Watch the Better Connected: FE fundinfo Client Conference 2021
The Better Connected Client Conference 2021 conference was delivered via a series of live interactive webcasts from 24th February to 29th April, bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
Click below to catch-up or revisit the wealth of industry insider knowledge from some of the industries leading experts.
Alpha Manager Awards 2021
This year we celebrated the Guardians of Fund Management. Winners have been announced and the announcement is available to watch in a short 15 minute awards ceremony. Stream Now!
MPS Data Service
Streamline the distribution of your portfolio data, raise the profile of your firm and reach your target market with our Model Portfolio Service (MPS) data service.
Unlock the power of your investment data. Our customisable data feeds and digital solutions allow you to bring your data to life.
Our state-of-the art document production platform enables you to automate the production of fully compliant documents, in your brand and style.
News and Market Insights
FinDatEx hat ein neues ehrgeiziges Projekt in Angriff genommen: die Einführung des European ESG Template oder EET. Geplant ist die Einführung auf den 1. Januar 2022, zeitgleich mit dem Inkrafttreten der Technischen Regulierungsstandards im EWR. Mikkel Bates, Regulatory Manager bei FE fundinfo, erklärt Sinn und Zweck des Projekts.
Mikkel Bates, Regulatory Manager at FE fundinfo, reflects on the regulations that did and did not go to plan this year in light of the global pandemic, and how the fund management industry is placed to face new regulatory changes in 2021.
When Richard Philbin, Chief Investment Officer at Wellian Investment Solutions, sought a flexible, automated approach to building his team’s sophisticated fund research reports he adopted FE Analytics FinXL, an excel add-in that pulls data from FE fundinfo’s database, to support his use of FE Analytics.