Monday, 24 September 2012 09:15
FE Analytics gives advisers the ability to build their own portfolio reports
FE has upgraded its fund and portfolio-monitoring tool FE Analytics 3.4 to allow Financial Planners to build their own portfolio reports.
This means Financial Planners will be able to personalise the information they present to clients in review meetings and demonstrate the value of their recommendations.
Users can choose from 18 report sections to add to a template and run against their clients' portfolios. The final report is presented in a single PDF including a cover page and Financial Planner's logo.
They can also opt to include key investor information documents, fund factsheets and high-definition charts.
Other changes to the FE Analytics tool include the addition of structured products and the ability to see which funds are available in popular wrapper products.
Matt Surfleet, commercial director of FE, said: "We wanted to make it easier for users to create bespoke reports that contain all the information they need to present to their clients in a punchy eye-catching way."
He said the changes made to the model fitted in with changes being made by advisers to comply with the RDR.
"As advisers adjust their charging models to comply with RDR, they will have to further demonstrate their value added; bespoke reporting will be a valuable tool to illustrate how their recommendations have met each client specific objective.
"The new Custom Portfolio Report Builder will be equally valid for advisers who have adopted a fee-based model for years and are seeking to enhance their client service."
This means Financial Planners will be able to personalise the information they present to clients in review meetings and demonstrate the value of their recommendations.
Users can choose from 18 report sections to add to a template and run against their clients' portfolios. The final report is presented in a single PDF including a cover page and Financial Planner's logo.
They can also opt to include key investor information documents, fund factsheets and high-definition charts.
Other changes to the FE Analytics tool include the addition of structured products and the ability to see which funds are available in popular wrapper products.
Matt Surfleet, commercial director of FE, said: "We wanted to make it easier for users to create bespoke reports that contain all the information they need to present to their clients in a punchy eye-catching way."
He said the changes made to the model fitted in with changes being made by advisers to comply with the RDR.
"As advisers adjust their charging models to comply with RDR, they will have to further demonstrate their value added; bespoke reporting will be a valuable tool to illustrate how their recommendations have met each client specific objective.
"The new Custom Portfolio Report Builder will be equally valid for advisers who have adopted a fee-based model for years and are seeking to enhance their client service."
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