At FE fundinfo we are always looking to evolve and improve our services to help you stay better informed about investments. Over the past few months we’ve been giving parts of FE Analytics a bit of a makeover and are pleased to announce that the start of this new look will be rolled out to users throughout March and April.
Based on your feedback, this upgrade is designed to make FE Analytics more user friendly, help you access the full range of its functionality and get the most out of your subscription. But don’t worry, the tool will still operate in the same familiar fashion so there shouldn’t be any disruption.
One of the big improvements we have made is to the Main Menu bar, which has been redesigned to group our tools within thematic submenus to help you find what you need more quickly. We have also included quick reference crib-sheets within the submenus, so you have ‘on the spot’ access to tips on how each of the tools work.
Your FE Analytics Inbox has been moved under the Message Centre on the left-hand menu bar. It’s now more prominent and you will get notifications about any unread messages every time you log in, meaning you won’t miss out on any news, updates, or scheduled reports.
The Active List Pro has been streamlined with quick-access links, to focus on the most used actions by our clients. One example is a dedicated link for our Bulk Code Importer tool, which will help you populate your Active List Pro even faster.
We have also added a dedicated tab that allows you to download KII/KI documentation for everything in your Active List Pro in one simple action.
If you are using our award-winning Managed Portfolio service, FE Investments, you can now access our full range of market commentaries and outlook reports from the FE Investments tab in the main menu.
Get the most from your subscriptions
We provide ongoing support and training through a variety of different channels to help businesses get maximum value from their investment in our services.
FE Analytics Training Academy
If you or a colleague feel there are any processes or tools that you would like further training on, you can access top quality training easily by booking it for a time and date that suits you via the FE Analytics Training Academy.
Follow us on LinkedIn
Join our FE Analytics Training Academy on LinkedIn where we will keep you updated on the latest features. We share lots of tips and shortcuts to help you use the tool. You can also ask questions in the group which can be answered by fellow FE Analytics users or our trainers.
2020 FE Analytics Financial Adviser Roadshow
This year we will continue our tour around the UK, meeting Financial Advisers and Paraplanners at our Regional FE Analytics Training Roadshows. The training is designed to add value to FE Analytics users of all levels and is delivered by our experienced training consultants. Sign-up to receive updates on this year's upcoming Adviser events.