Discover everything you need to know
Our Financial Advice Hub helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios. With Financial Advice Hub TV, you can watch and discover everything you need to know with dedicated channels covering FE CashCalc, FE Analytics and FE Investments.
FE CashCalc Video Resources
What is Cashflow Planning?
Learn about the various methods to plan for your future.
What is a Secure Portal?
Find out how to securely communicate and share information remotely.
Start reducing the need to manually key client information
How to eliminate one of the biggest pains within our profession.
FE Analytics Video Resources
FE Analytics Tips: Investment Planner (ATRQ)
Build client profiles and run risk analysis on their portfolios.
FE Analytics Tips: Custom Portfolio Report
A step by step guide on building your own custom report template.
FE Analytics Tips: Building Portfolios
Build portfolios and create reports in FE Analytics.
FE Investments Video Resources
An award winning manged portfolio service.
FE Investments Responsibly Managed
Explore the changes in how people are choosing to invest.
Insights from FE fundinfo
Profile Group has moved with the times, becoming key players in the online market incorporating share and fund data, with clients ranging from banks to stockbrokers and independent financial advisers (IFAs). Learn from Profile's Ernie Alexander how a chance meeting with a (then) FE representative in the early 2000s has led to an enduring data partnership that continues to grow today.