FE has integrated its award winning fund research tool FE Analytics with Plum Software, the independent specialist software house which provides support and front and back office solutions for financial advisers. Advisers using Plum Software can now import their clients' portfolios directly into FE Analytics from the Plum Client Management Interface. Not only will this save advisers a lot of time from inputting data, but it also provides immediate access to portfolio performance reporting using FE Analytics' powerful suite of tools.
FE Analytics' comprehensive range of fund research resources has been strengthened with the recent addition of Rayner Spencer Mills factsheets, which provide in-depth analysis of each fund manager's investment process. Rayner Spencer Mills' qualitative analysis complements FE's quantitative factsheets for funds, portfolio managers and groups. Additionally, FE Analytics has partnered with Asset.tv to offer its users direct access to up-to-date fund manager video interviews.
Matt Surfleet, Commercial Director at FE, said: "FE Analytics offers a direct link to a wide range of back office and network partners that allow IFAs to seamlessly import their client portfolios for analysis within the tool. We are delighted to partner with Plum Software to enhance both companies' services for financial advisers. We constantly review and upgrade FE Analytics to ensure it provides all the information IFAs need, as well as assisting with their reporting procedures and client communication."
Ann Dempster, Managing Director at Plum Software said: "Once again we have been listening to advisers and what they tell us they would like from Plum as their software provider of choice. Integrating with FE Analytics means advisers can quickly and efficiently access this powerful fund research tool for use when structuring client portfolios. It adds value to the service we provide to advisers and, in turn, that they can provide to their clients."
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