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Case studies

Elementary Financial Planning
09 July 2019
Elementary Financial Planning

Elementary Financial Planning is a chartered firm of financial planners that has used FE Analytics since the middle of 2017. Senior ParaPlanner, Simon Moore explains how FE fundinfo’s solutions for Advisers play an important role in powering the business.

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SPF Private Clients
06 July 2019
SPF Private Clients

SPF Private Clients is a specialist mortgage broker with sub-divisions in areas such as wealth planning and pensions. They provide independent advice that is whole-of-market and specialising in high worth clients.

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Tom French and Associates
05 July 2019
Tom French and Associates

Mike Squire, Investment Director explains how FE Investments has enabled Tom French & Associates to deliver an investment proposition across the Group

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Investment Quorum
04 July 2019
Investment Quorum

Digital helps Investment Quorum communicate the value of their proposition

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Lovewell Blake
03 July 2019
Lovewell Blake

Lovewell Blake recognises the importance of technical fund research as it becomes the first fully FE Analytics certified firm

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BNY Mellon
03 June 2019
BNY Mellon

Jemma Gosling, senior marketing manager for BNY Mellon Investment Management, explains how a unique content partnership with Trustnet is helping her to increase levels of engagement with IFAs and wealth managers and promote understanding of the firm’s multi-boutique model.

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EdenTree
01 June 2019
EdenTree

FE fundinfo Report Production - helping EdenTree IM to demonstrate that ‘profit with principles’ can be achieved through strong performance

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Murdoch Asset Management
14 May 2019
Murdoch Asset Management

Austen Robilliard is Head of Investment Research for Murdoch Asset Management and also runs the discretionary models. He introduced FE Analytics to the company a few months after his arrival in July 2007 and it has proved an essential research and analytical tool ever since

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Canada Life Investments
09 October 2018
Canada Life Investments

FE fundinfo's Report Production supports growth of Canada Life investments from standing start.

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Smith & Williamson
08 October 2018
Smith & Williamson

Smith & Williamson explains why it recommends FE fundinfo's MPS Directory & MPS Data Dissemination service to clients

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Zurich International Life
11 July 2018
Zurich International Life

Zurich International Life explains how they use FE fundinfo’s Digital and Report Production tools to make investment information and fund factsheets easily accessible to clients

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Hansard International
15 May 2018
Hansard International

Hansard removes the burden of document production using FE fundinfo's Report Production solution.

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