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We are pleased to announce new Value for Money functionality in FE Analytics that will support advisers in meeting the Consumer Duty 'Price and Value' outcome. This includes Assessment of Value documents and new Value for Money data fields located in a fund's factsheet.
With so many cashflow planning tools now on the market, it is important to understand what you should be looking for when investing in a new tool to enhance your tech stack, bring efficiencies to your advice process, and help you provide the best outcomes for your clients.
In the fast-paced and ever-evolving world of asset management, maximising returns and future-proofing the back and middle office is crucial for all investment firms’ success.
In today's financial landscape, the role of financial advisers is more critical than ever. As consumers navigate complex investment decisions and seek expert guidance, it is essential for advisers to fulfil their responsibilities towards their clients.
Almost half a million hours, costing more than £70m, in wasted financial adviser time during 2022 could now be put to better use, stats show following the latest FE fundinfo integration.
The integration between FE CashCalc and FE Analytics is now live and will enable those who have a licence to both the ability to generate a Medium Scan from within FE CashCalc, easily export a portfolio from FE CashCalc into FE Analytics, and quickly download documents such as FE Analytics factsheets from within FE CashCalc.
The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their whole career history, allowing you to instantly identify those managers who have consistently outperformed benchmarks and their peer group over time.
Even more ESG-related information and functionality has been added into FE Analytics, each designed to help ensure you have easy access to decision-useful information and can make an investment decision better aligned with your clients' objectives and values.
Importing up-to-date valuations into FE CashCalc is viewed by many financial advisers as a feature which significantly helps increase the efficiency of their annual review process. Here, we demonstrate how to import a plan's latest valuation.
It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.
Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges. Find out how you can do this with the FE Analytics Reduction in Yield Calculator.