Case Studies

As her business is still relatively new but growing rapidly, Susan uses FE Analytics to demonstrate the value of her proposition to new clients.

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.

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.

Mike Squire, Investment Director explains how FE Investments has enabled TFA Trusted Financial Advice to deliver an investment proposition across the Group

Digital helps Investment Quorum communicate the value of their proposition

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

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.

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

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

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

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

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