Intermediary consultancy Fee Based Advice (FBA) has added Chartwise to its portfolio of support syst...
Intermediary consultancy Fee Based Advice (FBA) has added Chartwise to its portfolio of support systems and services.
Chartwise is the investment fund analysis tool provided by Asset Risk Consultants, the analysts behind the Lipper Arc medals.
It enables users to chart funds' performance and add screens such as risk-adjusted and style-adjusted returns and correlation with the market. Arc will provide training for intermediaries joining FBA who wish to use Chartwise and FBA members will get access to the tool at preferential rates.
Jonathan Gamble, director of Arc, said a number of distributors already use the Arc system to generate fund buylists, including Skipton Building Society. The group is keen to build its profile through further such associations.
Arc is looking to add further functionality to Chartwise by the end of the year, Gamble added.
Consistency and compliance vs. slower reaction time
Search for replacement to begin imminently
60+ £300bn ISA savings
Has technology moved on?
Total funds on list rise from 26 to 58