Partners

Discover everything you need to know

Our Financial Advice Hub helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios. With Financial Advice Hub TV, you can watch and discover everything you need to know with dedicated channels covering FE CashCalc, FE Analytics and FE Investments.

FE Analytics Video Resources

FE Analytics Tips: Investment Planner (ATRQ)

Build client profiles and run risk analysis on their portfolios.

FE Analytics Tips: Custom Portfolio Report

A step by step guide on building your own custom report template.

FE Analytics Tips: Building Portfolios

Build portfolios and create reports in FE Analytics.

FE CashCalc Video Resources

What is Cashflow Planning?

Learn about the various methods to plan for your future.

What is a Secure Portal?

Find out how to securely communicate and share information remotely.

Start reducing the need to manually key client information

How to eliminate one of the biggest pains within our profession.

FE Investments Video Resources

FE Investments

An award winning manged portfolio service.

FE Investments Responsibly Managed

Explore the changes in how people are choosing to invest.

Get in touch

Arrange a call back from our specialists to find out how FE fundinfo can transform your fund distribution operations.

Insights from FE fundinfo

CaseStudy

07 December 2021

From local to international for South African investors - Profile Group case study

Profile Group has moved with the times, becoming key players in the online market incorporating share and fund data, with clients ranging from banks to stockbrokers and independent financial advisers (IFAs). Learn from Profile's Ernie Alexander how a chance meeting with a (then) FE representative in the early 2000s has led to an enduring data partnership that continues to grow today.

CaseStudy

13 September 2021

Fund Performance Data at the touch of a button

Compiling factsheet performance data is much easier than it was back then, says Gergana Kabakova, Jupiter’s Senior Performance Reporting Analyst.

Article

19 July 2021

FE fundinfo relaunches fund news channel with UBS

FE fundinfo has relaunched its fund news channel with UBS Global Wealth Management to provide investors with up-to-date news and analysis from the fund managers.

Article

12 July 2021

FE fundinfo signs ESG data agreement with MSCI

Today we are announcing a new ESG data agreement that will see MSCI's ESG ratings incorporated into FE Analytics, Trustnet and fundinfo.com

Financial Advice Hub TV