FE Analytics helps Brisbane firm track & benchmark their model portfolios
Quill Group Financial Planners' Director Mark Beveridge loves his FE Analytics subscription. As part of the evidence gathering process needed in this new era of Best Interest Duty, he believes there are few products that come close to the functionality of FE Analytics.
FE Analytics saves New Zealand Private Wealth Advisers 'over 15 hours a month'
Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients' assets and have a team of 5 including 3 advisers.
Wellian Investment Solutions
When Richard Philbin, Chief Investment Officer at Wellian Investment Solutions, sought a flexible, automated approach to building his team’s sophisticated fund research reports he adopted FE Analytics FinXL, an excel add-in that pulls data from FE fundinfo’s database, to support his use of FE Analytics.
Harwood Capital LLP
As chief investment officer of Harwood Multi-Manager, Richard Philbin is responsible for everything from building investment models to interviewing asset managers. He is also responsible for bringing FE Analytics FinXL and FE Analytics tools into the company, where he has been described by FE fundinfo as a FinXL ‘super user’.
FE Analytics helps Melbourne's Woods and Partners communicate
Woods and Partners are a Melbourne-based boutique financial planning firm established in 1984. As an employee owned and run business, their focus is on independently researched bespoke portfolios and strategies, with an emphasis on stability and responsible management. Ashley is part of a team of four advisers, and undertakes the majority of the research into fund selection at Woods and Partners.
FE Analytics helps Brisbane Private Wealth tell a story with data
Brisbane Private Wealth are a full-service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’ and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.
When Chris Walklate, Product and Proposition Manager for Wesleyan, revamped the company’s online fund centre, he was looking for something high impact that would showcase Wesleyan’s funds and ‘bring the data to life’ for Wesleyan’s customers. He selected FE fundinfo's Digital as the means to achieve this