FE fundinfo has integrated two of its key products, FE CashCalc and FE Analytics, as part of its drive to streamline adviser processes.
The integration will mean that those that have a licence for both FE CashCalc and FE Analytics will be able to simplify the financial planning process and avoid the need to move between multiple systems when conducting investment research and cashflow planning.
Users will be able to generate an FE Analytics Medium Scan from within FE CashCalc, export a portfolio from FE CashCalc into FE Analytics and download FE Analytics factsheets, KIID documents, provider factsheets and adviser factsheets from within FE CashCalc.
This latest development follows improvements made in 2022 that gave users the ability to import a plan’s latest valuation and holding data into FE CashCalc.
FE fundinfo said that its adviser survey had revealed that 90% of advisers believe integrations between software providers were important to their financial planning process but separate data from FE CashCalc found only 28% of advisers currently have an active integration between their FE CashCalc account and back office system.
Stephen Mitchell, head of adviser product strategy at FE fundinfo, said: “The integration of two of our key products has been a high priority for us and it’s great news that we are now seeing the fruition of the many hours of hard work that have taken place behind the scenes.
“Integrating technology has typically topped the wish list of many adviser surveys in recent years so this can really help streamline the process that advisers have to go through and make it a more efficient way of working.”
Mitchell added: “This is a great step forward for us but not the final destination. We will continue to work hard to ensure our products remain market-leading as well as adaptive to the ever-changing processes and procedures that advisers must navigate during their work.”
