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Demo Day Wednesdays

Whether you're new to our products or eager to share the incredible benefits you've experienced with your team, we've got something exciting for you.

Every Wednesday, we’ll walk you through a LIVE demo of different features of our tools for financial advisers, wealth managers, and paraplanners – including FE Analytics and FE CashCalc.

During the LIVE demos, our expert team will show you how FE Analytics and FE CashCalc can empower you to:

  • Enhance your advice practice
  • Streamline your workflow
  • Deliver best practice client experiences and outcomes

This is more than a demo—it's your opportunity to stay ahead of the curve. Find out why FE fundinfo's tools are among the most trusted by UK Financial Advisers in the UK.

Upcoming events:

  • 1 April - 10 am - Advanced FE Analytics: Fund filters and underutilised reports
  • 8 April- 10 am - Navigating the MPS landscape with FE Analytics
  • 15 April- 10 am - Accumulation planning and survivor analysis in FE CashCalc
  • 22 April- 10 am - Intro to FinXL: Bringing FE Analytics data into Excel
  • 29 April- 10 am - Intro to Command Deck: Unified practice management and data intelligence
  • 6 May- 10 am - Nexus AI for financial advisers: Save time, serve more clients
  • 13 May- 10 am - Intro to FE Analytics: Fund research and portfolio analysis
  • 20 May- 10 am - Essential FE CashCalc tools: IHT calculator, basic cashflow and pension forecaster

If none of these times work for you, or you'd like something else specific, why not book a one-to-one meeting below?

 

  • Josh Robertson Headshot (1)
  • Mohammed Barake Headshot

Can't make it then?

Arrange a one-to-one at a time that suits you here
Book a demo