FE fundinfo’s MPS Directory signs-up 50th provider
Since launching 5 years ago, the MPS Directory has gone from strength to strength. FE fundinfo, the leading global fund data and technology company, has signed-up its 50th managed portfolio provider to its MPS Directory.
Financial advisers enhancing their retirement propositions
The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers.
A large and growing group of managed portfolio providers trust us to help them meet the growing demands of the industry by providing them with the requisite tools and solutions.
Provide access to your managed portfolio data via our platform, allowing investors to conduct the requisite due diligence.MPS Data Service
Engage and inform your clients
Let your investment products speak for themselves by producing captivating, informative visualisations of your data.Web Solutions
Enhance the value of your proposition
Increase the value of your proposition by producing customised reports and documents for your clients.Report Production
Wellian Investment Solutions
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.
The rise in 3rd party investment propositions – a prevailing trend
Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.
Digital Impact - is your business already Millennial-proof?
To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.