FE Fundinfo (FE) has integrated its two products FE Analytics and FE Cashcalc in a move it said will streamline the financial planning process for advisers.
It said the move would cut hours of "wasted time" from the process and mean advisers with licences for both would be able to move between systems when conducting investment research and cashflow planning. FE bought Cashcalc, founded by IFA Ray Adams, in May 2021. Adams recently left the business after setting it up in 2014. FE said the integration of its two key systems from its financial adviser hub meant users would now for example, have the ability to generate an FE Analytics Medium Scan from within FE CashCalc, export a portfolio from FE CashCalc into FE Analytics, and download FE...
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