Empowering you to deliver sound investment advice

We understand the pressures facing financial advisers with increased regulation and administrative burdens. We’re constantly looking for ways to evolve our services so users have the investment research tools and solutions needed to future proof their businesses and provide the very best advice to their clients.

17 February 2020

We understand the pressures facing financial advisers with increased regulation and administrative burdens. We’re constantly looking for ways to evolve our services so users have the investment research tools and solutions needed to future proof their businesses and provide the very best advice to their clients.

At the end of 2019, Financial Express rebranded to FE fundinfo following our merger with fundinfo and F2C. This has given us an enhanced offering of services, with improvements made to both our data ingestion and delivery.

So… what’s on the horizon?

Streamline your risk profiling process

With more scrutiny being placed on conversations around capacity for loss, we’ve seen both individual firms and networks review the way their advisers discuss risk with their clients. This has been a hot topic within our adviser community and many firms have now adopted our Investment Planner module, a step-by-step process that helps you deliver investment advice that is consistent, compliant and robust.

Following detailed client feedback an updated Investment Planner with an even wider selection of financial planning tools is now being created. If you’d like more information on Investment Planner or want to be kept informed on Investment Planner 2.0, please get in touch and we’ll ensure you are kept up-to-date on developments.

Demonstrate the validity of your investment recommendations into Model Portfolio Services

In 2019 we continued to see a drive towards partnering with external investment managers for both model portfolio services and bespoke solutions. As a result, advisers needed a tool to help with their due diligence and analysis of the third-party investment propositions.

Our MPS Directory service (previously FE Transmission) now has over 40 of the leading MPS providers on the market. It gives you access to the underlying holdings data of the model portfolios your clients are invested in so you can integrate this information into your due diligence, portfolio selection and reporting. Accessed via FE Analytics, it also allows you to demonstrate the impact of your advice by comparing your clients’ portfolios with a benchmark of your choosing.

With the trend towards outsourcing set to continue into 2020 we expect demand for this key tool to continue to grow. Please do get in touch to request a demonstration or to let us know which providers you’d like added to the Directory.

Partner with experts

Having only launched five years ago, our award-winning FE Investments service now manages over £2.4 billion of client assets, making us one of the fastest growing DFMs on platform. We offer portfolios that cater to a wide range of investors and following adviser feedback on the need for a model portfolio service designed for clients with more complex requirements, we introduced the Mosaic Portfolios in late 2019.

A cost-effective alternative to bespoke investment management, the Mosaic Portfolios look to minimise concentration risk via broad selection of 25-45 holdings and provides detailed reporting for clients that are interested in the ongoing portfolio management.

We are proud that FE Investments continues to be recognised by our peers, winning the awards for 'Best Model Portfolio Service' and Best Ratings/Research Service for Advisers' at the Professional Adviser awards 2020, and adding to our ever growing list of awards. Our platform availability keeps growing too, we are currently on 12 platforms with more to be added this year.

If you have any questions about our investment process, why not get in touch and speak to one of our experts. You can also learn more about the Mosaic portfolios by clicking here.

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