Harwood Capital LLP
As chief investment officer of Harwood Multi-Manager, Richard Philbin is responsible for everything from building investment models to interviewing asset managers. He is also responsible for bringing FE Analytics FinXL and FE Analytics tools into the company, where he has been described by FE fundinfo as a FinXL ‘super user’.
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.
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.