Is your use of tech stacking up?

This webinar is designed to show how FE Analytics can help reduce your tech stack, save you time and money, and provide a better service.

06 May 2021
Click to register


Technology infrastructure is a crucial part of the advice process but with so many different providers and systems it doesn’t come cheap. The high cost of tech can deter firms from onboarding new solutions that would otherwise make their lives easier or help provide a better service to clients.

On top of our unparalleled investment data, FE Analytics offers advisers access to a range of tools that are designed to help you make better and more informed investment decisions for your clients. This webinar is intended to show how FE Analytics can help reduce your tech stack, save you time and money, and provide a better service.

In this webinar:

  • Using charting tools to analyse performance, ratios, holding information and risk
  • Calculate and compare reduction in yield using in built cost and charges calculators
  • Review and compare the performance of your selected DFM model portfolios
  • Introduction to Investment Planner and our psychometric ‘Attitude to Risk Questionnaire’ and risk profiler

Date: 6 May
Start: 9:30 AM
Finish: 10:30AM

Click to register