Introducing the first in a series of helpful hints and tips on the research tools most used by advisers and paraplanners, we reveal ten things you didn't know you could do on FE Analytics (disclaimer: you may know one or two)...
1 Dynamic portfolio tool Charting portfolios accurately is, it's fair to say, pretty essential. The performance figures and charts a paraplanner produces using this tool will factor in historic fund swaps, rebalancing activity and allows advisers to levy their own charges. Showing the true performance figures is a benefit in itself, but you can then chart ‘what if?' scenarios and display the effect of historic changes. The chart below, for example, shows what would have happened had an adviser not switched their holdings back in 2007/2008. How to find Dynamic Portfolio Tool:...
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