Investment administration provider Wealthtime is partnering with fund research and analysis tool FE Analytics.
The deal means advisers using Wealthtime can import current and historical portfolios into FE Analytics without having to enter the data manually. Matt Surfleet, commercial director of FE, said: "Wealthtime's business model is an ideal fit with FE Analytics' database of investment vehicles, with searchable performance, ratings and holdings data for OEICs, unit trusts, investment trusts and individual shares. "When recommending changes to clients' Wealthtime portfolios, advisers will be able to illustrate via FE Analytics what impact a new fund or asset class would have had on historic...
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