LIVE DEMO: FE Analytics and FE CashCalc growth forecast integration

Every client’s financial situation is different, so why use the same growth assumptions when modelling their futures?

The new integration unites the depth of portfolio data within FE Analytics with the intuitive modelling of FE CashCalc. It allows you to push client portfolio data from FE Analytics into FE CashCalc and create a growth template that’s actually based on your client’s holdings rather than generic assumptions – all in just a couple of clicks. 

Our LIVE DEMO on 5 August at 10am will show you how to:

• Keep client’s better informed and prepare them for more realistic outcomes
• Tailor your advice to each client as an individual not just generic assumptions
• Speed up your workflows and reduce rekeying
• Provide better value for both you and your clients
• Present the value of your advice in a visual and easy to understand way

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