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The FE Advice Hub Tour

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RiskProfiling

Establish how much risk each client can afford to take

Research &Analysis

Assessment of any existing and proposed solutions

Reporting & Reviews

Assesment of suitability and yearly reviews

Platform & Custody

Where the client investments are held

BackOffice

Where client data is stored and managed

The FE Advice Hub sits in between your chosen platform and back office, providing the tools required to complete the advice journey

Advice Hub

The Advice Journey

Advice Hub

Advice Hub

3rd Party

3rd Party

Explore The Advice Hub

FE Analytics our award winning portfolio and fund research tool

Risk Profile your clients with an ATRQ and find the most suitable solution

Compare portfolios across different metrics such as performance, risk and charges

Fund data is at the heart of FE fundinfo and powers FE Analytics

Reporting tools help you illustrate your proposed and existing investment solutions

Analytics

CashCalc

Onboard

MPS Directory

Integrations

06

Factfind

1

Cashflow

2

Calculators

3

ATRQ

4

Stress test & Monte Carlo

5

Reporting

6

Got Two Minutes?

Use the CashCalc factfind to quickly capture client information

Factfind

illustrate your client data in a beautiful cashflow

Cashflow

A range of calculators to quickly calculate complex tax issues

Calculators

Analytics

CashCalc

Onboard

MPS Directory

Integrations

Use our standard template or perhaps design your own and capture the data you need!

A flexible cashflow tool that can mimic any client scenario and project into the future a compelling story of what the client should expect from their investments

25 easy to use calculators helping advisers with those complex CGT calculations and IHT planning proposals

Analytics

CashCalc

Onboard

MPS Directory

Integrations

Onboard

Collect the data you need

Invite

Send your client to the portal

Communicate

Share your advice with the client

Analytics

CashCalc

Onboard

MPS Directory

Integrations

The MPS Directory

The MPS Provider

The MPS User

As an MPS provider, I want to distribute my MPS data to the adviser market or through my advice networkBy uploading my MPS data into the directory, I can share my model data with any user I have complete control with who can access my data and can enable/disable through my Analytics license

As an MPS user, i want to access the models i use and quickly compare against other solutionsI need the data for due diligence, to ensure the solutions continue to be suitable and relevant for my clientsWith access granted, i can plug the models into any part of Analytics, including the investment planner to assess risk

80+

providers

integrates the MPS market

into FE Analytics

Launched

in 2015

1500+

models

+ info

+ info

+ info

Analytics

CashCalc

Onboard

MPS Directory

Integrations

Integrations

One Ecosystem

connect your back office to import portfolio and client data

Back Office

Import portfolio data from your platform into Analytics

Platform

Import historic transactions into Analytics from Excel

Excel

Integrate

your solutions

Share

your data

Drive Efficiency

FinXL

1

factfind

The Cashcalc factfind can be completed by the adviser or client and provides a shared document for either party to update quickly and efficiently In one click, this data can be ingested into a new cashflow to quickly model out the future of the clients assets

How do you collect your client data?

Cashcalc Factfind

+ info

Feature 2

Back

2

+ info

Cashflow

The purpose of a cashflow is to forecast your clients assets and educate them on the potential risks they face in the futureA cashflow is a fantastic way to deliver value and help steer clients around any possible future pitfalls

Feature 3

Feature 1

3

Calculators

Watch

Streamline your workflow and boost your productivity with our intuitive and user-friendly calculators. Generate clear and concise reports that you can share with your clients, helping them visualise the impact of different financial decisions

Feature 4

Feature 2

4

ATRQ

Craft personalised investment plans for each client by integrating their risk tolerance, ESG preferences, and desired investment timeframe. Our system then integrates those results into the cashflow to ensure consistency of any advice given thereafter

+ info

Risk profiling your clients attitude to risk

Feature 5

Feature 3

5

Stress test & Monte Carlo

Each cashflow can be fed through various stress tests and Monte Carlo simulations to further test the robustness of any recommendation further analysis will give clients confidence in the recommendation and appreciate the added value of the advice

+ info

Feature 6

Feature 4

6

Reporting

The CashCalc report will aggregate your workflow into one PDF or Word documentAdvisers can use the report to compare different forecasts and highlight the differences in future trajectories by making investment changes today

Feature 6

Feature 5

The ATRQ is designed to calculate the level of risk your client is willing to accept by evaluating their capacity for loss, knowledge and experience and investment term

Risk & Term

The ESG questionnaire is designed to then understand the ethical preferences of your client to ensure the suitability of future recommendations

ESG

If you don't have a contact at FE fundinfo, then hit the button below to submit a request through our website.

Contact Us

Would You Like To Know More?

If you don't have a contact at FE fundinfo, then hit the button below to submit a request through our website.

Contact Us

Would You Like To Know More?

  • FE Analytics
  • MPS Directory
  • Integrations

Finding the most suitable investment

Research & Analysis

Research using a whole of market database to ensure the most suitable solution is chosen for the relevant risk profileImport existing portfolios from a 3rd party to quickly compare against proposed solutionsResearch and run analysis using

  • Compare the performance and risk of MPS
  • Assess the impact of charges
  • Add the MPS data into the ATRQ.
  • Use the MPS data for yearly reviews.

Create charts and reports to:

Use Analytics to quickly analyse and compare

What Can I Do With The MPS Data?

What does FE fundinfo need?

Uploading Your MPS

To upload a range of models, we simply need the historic holdings since launch on each time a change has been made.We will then setup a process whereby you send us any future change and those adjustments will be live within 24 hours Alongside holdings data, we would also require:

  • Basic data (model name, launch date, provider name)
  • DFM Fee
  • Content for the MPS Directory marketing page

FinXL is an FE fundinfo excel plugin and provides a tether from our database into excelUse FinXL to quickly source fund and portfolio data and dynamically refresh the data at any timeFinXL can produce:

FinXL

  • Series returns
  • Performance & Ratios
  • Fund Holdings Data
  • MIFID & EET Data

Login to FinXL using your Analytics login credentials. You select the report you want to run and highlight the list of instruments you want the data for. FinXl does the rest whilst creating a live link to refresh that data on demand thereafter

If you don't have a contact at FE fundinfo, then hit the button below to submit a request through our website.

Contact Us

Would You Like To Know More?

Our risk profiling tool provides an ATRQ that will assess the risk of your clients whilst considering the investment term they have to investThe most appropriate solution on your investment panel will then be mapped and offered as an appropriate strategy

The Investment Planner

  • Clients complete the ATRQ online
  • The adviser will then approve
  • Suitable mapped solution chosen
  • Report created to illustrate the advice

Within the final report, this page will illustrate how the proposed solution is suitable to the chosen risk profile compared to any existing investment.

If you don't have a contact at FE fundinfo, then hit the button below to submit a request through our website.

Contact Us

Would You Like To Know More?

  • One page Short Scan
  • Two Page Medium Scan
  • Five Page Long Scan
  • Custom Portfolio Reporting Tool

Whether you want to produce a small one page portfolio review or a large illustration, FE Analytics can automate the reporting for your firmFor larger firms and networks, create standardised templates to ensure consistency across your advice businessFull configurability that helps you dictate the layout and content of your reports

Bringing Our Data To Life

Reporting Tools

Our custom portfolio reporting tool can wrap all your research into one document including a bespoke introduction written by the adviser or paraplanner

If you don't have a contact at FE fundinfo, then hit the button below to submit a request through our website.

Contact Us

Would You Like To Know More?

Use the MIFID and Reduction in Yield calculators to compare the costs of a proposed vs existing solution

Charges

Use our charting tools to illustrate the difference in performance of various solutions against any benchmark

Performance

Use scatter charts to educate clients on the risk they're taking compared to the solutions you can offer

Risk

Watch what a user of FE Analytics can do with MPS data once they have access to a range of models. All models are updated daily and returns include historic transactions and any DFM fee

  • FE Analytics
  • FE CashCalc
  • FE Onboard

Getting clients to understand risk

Risk Profile

Use our risk profiler to assign a client with a risk grade in order to find a suitable solutionComplete an ATRQ with a client or email them a link before the meeting Risk Profile your clients using

CashCalc has its own client portal which can be accessed online or via the Cashalc appInvite your client to the portal by sending them a request through CashCalc or integrate the portal directly into your websiteThe portal will reflect both your company logo and your chosen colour scheme

Client Portal

A One-Stop-Shop Solution

FE Advice Hub

The FE Advice Hub is a fully integrated tech stack, providing advisers with all the tools they need to service their clientsThe FE Advice Hub consists of five core elements:

FE fundinfo is a global leader at fund data collection, validation and distribution and our vast fund library is plugged into FE Analytics.Users of FE Analytics have access to a whole of market database of funds and benchmarks in order to run sophisticated research and analysis.

A Global Database of Funds

  • The digital factfind
  • AML checks
  • ATR & ESG Questionnaires
  • Any client Document

Use the portal to collect client data

Onboard

The Cashcalc portal provides a digital bridge between the adviser and the clientThis bridge helps to gather the client data you need and removes the danger of rekeyingThe data is collected via:

A stress test allows an adviser to mimic different market crashes and recoveries to judge how a cashflow would behave during different market conditionsA Monte Carlo simulation can then run a further 10,000 simulations to help clients understand the likelihood of achieving set goals

Stress Testing a Forecast

  • FE Analytics
  • FE CashCalc
  • FE Onboard
  • Integrations

Document your advice process

Reporting & Reviews

Illustrate your proposals and educate clients on why a chosen path has been recommendedReview and cashflow your clients each year to provide value and to keep them informed of any adjustmentsReport & Review with:

  • Every Investment & Savings Pots
  • All current and future income and expenses
  • Any expected contribution and withdrawal

A cashflow forecast takes a clients current assets and illustrates the future return of those investments.Cashcalc can model based on a fixed return but also on a variable return, helping investors understand how the highs and lows of a market will impact their future wealth

What is a Cashflow Forecast?

A Cashflow Forecast will include

FE Analytics is a market leading fund research and portfolio analysis tool, helping advisers manage their client assets and produce reports to justify their advice.

Our factfind is fully editable so you can ultimately collect any client data you needOur standard template and mortgage factfind are two templates you can use from day one and will quickly source:

What Data Can You Collect?

  • Personal Details
  • Income & Expenses
  • Pensions & Investments
  • Health & Objectives

  • Encrypted messaging facility
  • Document sharing with digital signature
  • Share links to company blogposts and your calendar
  • ATR and ESG results
  • Updates to the factfind

Communicate with your clients