Connecting financial advice

Improve your advice process and client outcomes with our market leading best-of-breed technology, integrations and investment solutions.

Request a meeting

FEATURES & BENEFITS

How we can help

Financial advisers are the personal navigators of the financial planning and investment world, guiding their clients through the complexities of wealth creation and management in an ever-evolving regulatory environment.

The onus on advisers to support their clients in achieving their personal and financial goals, demonstrating suitability and value while also managing their expectations as never been greater; signalling the need for a robust, compliant and scalable centralised investment proposition, accurate fund data and integrated tools and services.

We can support financial advisers to operate more efficiently, stay compliant, enable their clients to make informed decisions, manage risks effectively, and provide a better service to their clients.

The Financial Advice Hub provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions, enabling a simpler, more productive, and much more powerful financial planning process.

Request a meeting

Connected, efficient advice process

Our solution sits between your back office and chosen provider, providing the tools and connectivity you need to complete your advice process. Our connected software and integrations allow you to plug in the technology and software you wish to use.

For over 25 years we’ve been providing financial advisers and paraplanners with the tools and data you need to support your clients to make informed investment decisions.
Golden source, accurate data

Data sits at the core of everything we do. From personal and financial client data to fund and investment fund data, we enable the secure and seamless flow between systems, so you can carry out the research and analysis you need to make suitable recommendations, confident that all data is accessible and accurate.
Manage risk and meet your clients’ expectations

From our simple and visual tools and engaging reports to our risk managed portfolios, our solution puts your clients first, providing you with everything you need to engage them in the advice process, deliver investments that meet their goals and provide excellent service and communication.
Robust, compliant financial planning

Our solution enables a simple and scalable financial planning process, driving regulatory compliance and freeing up time so you can focus on providing the best possible service to your clients and grow your business.

Our priority is your investment success and for over 25 years we’ve been providing the tools and data you need to support your clients to make informed investment decisions.

Power your advice process with the Financial Advice Hub

Request a meeting to discover how we can support your financial planning process with our best-of-breed connected technology and investment services.

Request a meeting

The form was unable to be found in HubSpot

FEATURES & BENEFITS

Discover our Financial Advice Hub and best of breed solutions

Leverage our technology and services to create a simpler, more productive, and much more powerful financial planning process.

Financial Advice Hub

The Financial Advice Hub provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions.

Sitting between your back office and chosen platform, the Financial Advice Hub provides the tools you need to complete the advice journey. It helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios.

Discover more

Operational efficiencies
Data integrity & security
Award-winning best of breed technology
Robust & scalable advice process
Integrations

Client Onboarding and Engagement

Our secure digital environment and relationship management tools facilitate remote communication and engagement between you and your clients, elevating the pain points of traditional paper-based onboarding and annual review processes.

Securely communicate and share information with each other remotely, engaging your clients in the process from the very beginning and save time for you both.

Discover more

Client-friendly interface
Remote and secure communication
Time & cost-saving
Elevates client service

Financial Planning

With the country’s leading cashflow modeller and financial planning tools, you’ll be able to create visually engaging cashflow plans that bring your clients’ financial situation to life. Our vast array of tools and calculators enables you to stress test your plans and ensure they meet your clients’ needs.

Discover more

Visually engaging
Comprehensive financial planning tools
Third party integrations
Regulatory compliance

Investment Research

We support your firm's investment process by providing unrivalled, whole of market investment data, coupled with a range of advanced modelling, analytical, reporting and presentation tools.

Sitting at the heart of many advisers' centralised investment propositions, FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of. 

Discover more

Golden source data & documents
Research individual funds & portfolios
Demonstrate value
Custom reporting
Regulatory compliance

Managed Portfolios

Our Model Portfolio Services draws on our heritage as a leader in accurate financial data, intelligent software and investment knowledge. Combined with decades of experience from our award-winning investment team, our solutions are designed to help meet the challenges you face and empower you to focus on delivering first class financial advice.

Discover more

Cater for a wide variety of client needs
Driven by data insights
Customer service excellence
Compliant centralised investment proposition
Customisable solutions

RELATED INSIGHTS

What we think

Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.

Explore insights