Case studies

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.

09 July 2019

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.

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.

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

04 July 2019

Investment Quorum

Digital helps Investment Quorum communicate the value of their proposition

03 July 2019

Lovewell Blake

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

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.

01 June 2019

EdenTree

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

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

09 October 2018

Canada Life Investments

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

08 October 2018

Smith & Williamson

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

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

03 July 2018

Fundamental Media

Fundamental media recommend targeted content distribution system to clients via FE fundinfo's Content Dissemination

15 May 2018

Hansard International

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

02 May 2018

Credo

GFR resolves the South African registration challenge for Credo Wealth’s new ICAV

03 April 2018

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.

01 March 2018

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.

06 February 2018

St James's Place

St James's Place Wealth Management explains how FE fundinfo has added value to their Partners and clients.

02 January 2018

Mansion House Capital

When David Stone, Partner with Mansion House Capital, signed up for FE Investments some 18 months ago he gained the means to be able to demonstrate the ‘why’ and the ‘how’ of portfolio selection decisions they were making.