FE unveils all-in-one investment planning tool for advisers
- Monday, 02 October 2017
- Articles
Investment ratings and research provider FE has launched FE Analytics+ Investment Planner - an investment tool designed to help advisers assess clients’ attitude to risk, select suitable investment options and summarise the investment advice process in ‘client-friendly’ reports.
Read more...FE develops a range of model portfolio options
- Thursday, 04 October 2012
- Articles
FE has launched a range of 15 model portfolios to assist Financial Planners in offering an investment service to their clients.
Read more...
FE Analytics gives advisers the ability to build their own portfolio reports
- Monday, 24 September 2012
- Articles
FE has upgraded its fund and portfolio-monitoring tool FE Analytics 3.4 to allow Financial Planners to build their own portfolio reports.
Read more...