Better connect the tools you use
It’s important you’re able to easily exchange data and access appropriate functionality between both FE CashCalc and FE Analytics. Discover what our initial integration will enable you to do and how it will benefit your financial planning process.
What functionality is now available?
Generate a Medium Scan from within FE CashCalc
Easily export a portfolio from FE CashCalc into FE Analytics
Quickly download documents such as factsheets from within FE CashCalc
Generate a Medium Scan from within FE CashCalc
Quickly import a plans latest valuation and holdings data into FE CashCalc, and then simply generate a Medium Scan there and then. This provides you with choice – either login to your FE Analytics account for access to the full functionality, or stay within FE CashCalc and have access to some of the most used features.
Quickly download documents such as factsheets from within FE CashCalc
With fund data, fund values, and fund codes now stored within your FE CashCalc account, you’ll be able to access and quickly download FE Analytics factsheets, KIID Documents, Adviser Factsheets, and Provider Factsheets from within FE CashCalc. Again, this is providing you with choice.
Easily export a portfolio from FE CashCalc into FE Analytics
Once you import a plans latest valuation and holdings data into FE CashCalc, you’ll then be able to export the portfolio into FE Analytics. This will help eliminate the need to manually create a portfolio within FE Analytics, and instead view FE CashCalc as a conduit between your back-office and FE Analytics.
What's the first step?
Step 1: Integrate your FE CashCalc account and link your clients
Step 2: Import the plans latest valuations and holdings data
Step 3: Start generating Medium Scans, exporting portfolios, etc
How to import latest valuations and holdings data
The first step is to ensure that you have an active integration with either a back-office or platform. Then, once you have linked your clients and their plans, you’ll be able to import latest valuations and holdings data. This data will then be stored within the ‘Investment Breakdown’ section.
Import valuations and holdings data from:
Intelliflo Office
Time4Advice
IRESS
Transact
Who can use the FE CashCalc and FE Analytics integration?
Only those who have both an FE CashCalc and an FE Analytics licence will be able to use the integration. We will automatically detect if you have licences with both using the email address you use to login to both systems, and if they do, you'll be able to use the integration straight away. But please make sure your emails match.
How to set-up the FE CashCalc and FE Analytics integration?
We will automatically detect whether or not you have both an FE CashCalc and an FE Analytics licence, and if you do, you'll be able to use the integration straight away. This means there is no set-up process. But please make sure the email address you use to login to both systems is the same.
