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.
Cygnet Wealth Management
Prior to implementing FE Analytics, Cygnet’s advisers did not have a huge amount of data to share with clients. Once they started using the new solution however they had access to much, much more and clients loved the additional information they were getting - and the way it was presented.
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.
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
BMO Global Asset Management
BMO had been using FE fundinfo’s Regulatory Documents & Templates solution for UCITs KIIDs for about three years. So, when the pressure was on to comply with the latest round of regulatory requirements in the shape of PRIIPs and MiFID II, it seemed logical to extend FE fundinfo’s services to cover the new regulations.
Investec Asset Management
Investec Asset Management became a user of FE Analytics in April 2017 and whilst the relationship remains young, sales manager, Alex Jones and sales director, John Lester explain how Investec Asset Management is already seeing the benefits that the tool provides.