FE Fundinfo has integrated its portfolio analysis tool and cashflow planning solution on its platform.
In a press released shared by the financial data company today (7 July), it confirmed that it has integrated its portfolio analysis tool, FE Analytics, and its cashflow planning solution FE CashCalc, on its Nexus platform. "This marks the UK's first fully integrated solution combining real-time portfolio data with cashflow modelling," FE Fundinfo said. The firm said this integration enhances how financial advisers forecast portfolio growth, enabling projections based on actual client holdings rather than generic growth rates. The firm set out that the key benefits of the integratio...
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