Designed around you
All documents are built around your brand and communication requirements. Our state of the art Configuration Tool enables quick development and design of your documents, allowing additional fields to be added without major development.
Reduce your risk
All automated factsheets produce an audit trail that works in harmony with regulatory and compliance requirements. The Data Validation File checks and validates data based on your chosen tolerances month on month to ensure the data remains accurate. Any discrepancies are easily flagged to you via a dashboard without the need to look through every document.
Reduce production times
Our fully automated service increases efficiencies to your business. By signing off your fund data at source you can eliminate time-consuming approvals, freeing up resource to focus on your customers and greatly reducing the risk of any errors or inconsistencies.
FE fundinfo’s MPS Directory signs-up 50th provider
Since launching 5 years ago, the MPS Directory has gone from strength to strength. FE fundinfo, the leading global fund data and technology company, has signed-up its 50th managed portfolio provider to its MPS Directory.
Financial advisers enhancing their retirement propositions
The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers.