Improving your technology integrations

Many advisers regard a lack of integrations between systems as their biggest tech challenge, but could this be down to a lack of knowledge about existing integrations or a lack of training to get the most out of them? In this webinar our experts will guide you through FE Analytics' key integrations and demonstrate how they can help you increase efficiency and save time.

14 April 2021
Click to register


The administrative grind of managing an investment proposition can be a major drain on resource. Without efficient integrations between systems, planners are often forced to duplicate their efforts. Many advisers regard a lack of integrations between systems as their biggest tech challenge, but could this be down to a lack of knowledge about existing integrations or a lack of training to get the most out of them?

In this webinar our experts will guide you through FE Analytics' key integrations and demonstrate how they can help you increase efficiency and save time.

In this webinar:

  • A summary of the 20+ integrations that you can use to import data directly into Analytics
  • How to integrate your risk profiling process through Analytics for a more joined up solution
  • Uploading fund codes to reduce the time taken to find them manually within the system
  • A review of what you can do with the data once uploaded into Analytics

Date: 14 April
Start: 12:30 PM
Finish: 1:30 PM

Click to register