Advisers using Plum Software’s interface can now import portfolios into FE Analytics

FE has integrated its award winning fund research tool FE Analytics with Plum Software, the independent specialist software house which provides support and front and back office solutions for financial advisers.  Advisers using Plum Software can now import their clients’ portfolios directly into FE Analytics from the Plum Client Management Interface.  Not only will this save advisers a lot of time from inputting data, but it also provides immediate access to portfolio performance reporting using FE Analytics’ powerful suite of tools.

FE Analytics’ comprehensive range of fund research resources has been strengthened with the recent addition of Rayner Spencer Mills factsheets, which provide in-depth analysis of each fund manager’s investment process.  Rayner Spencer Mills’ qualitative analysis complements FE’s quantitative factsheets for funds, portfolio managers and groups.  Additionally, FE Analytics has partnered with Asset.tv to offer its users direct access to up-to-date fund manager video interviews. 

Matt Surfleet, Commercial Director at FE, said:  “FE Analytics offers a direct link to a wide range of back office and network partners that allow IFAs to seamlessly import their client portfolios for analysis within the tool.  We are delighted to partner with Plum Software to enhance both companies’ services for financial advisers.  We constantly review and upgrade FE Analytics to ensure it provides all the information IFAs need, as well as assisting with their reporting procedures and client communication.”

Ann Dempster, Managing Director at Plum Software said:  “Once again we have been listening to advisers and what they tell us they would like from Plum as their software provider of choice. Integrating with FE Analytics means advisers can quickly and efficiently access this powerful fund research tool for use when structuring client portfolios. It adds value to the service we provide to advisers and, in turn, that they can provide to their clients.”

Notes to Editors

About FE

www.financialexpress.net

FE is a leader in the provision of investment data, software and performance analysis to the financial services industry. FE’s products and services are designed to interpret and analyse data, helping financial advisers and private investors to stay well informed and ultimately make sound investment decisions.

The range of tools and software provided by FE caters to the back, middle and front office requirements of financial services firms and includes research, analysis, optimisation, modelling, reporting, sales, marketing and presentation.  FE’s core products include Analytics and finXL, Webtools, Data Dissemination, Datafeeds, Fund Document Production, Trustnet, and Ratings – FE Crown Fund Ratings, FE Alpha Manager and the Adviser Fund Index (AFI).

FE has offices in the UK, Europe and Asia Pacific.  Its clients include life and pension providers, asset managers, financial advisers and networks, wrap platforms, fund supermarkets, software houses, financial portals and private investors. 

FE Analytics

www.financialexpress.net/analytics

FE Analytics is an award winning fund research and analysis tool for investment professionals.  It supplies reliable, up-to-date information, with a range of data and tools that facilitate fund selection.  Analytics also includes a risk profiling tool with an independent questionnaire designed by eValue FE.

Covering everything from simple list building to portfolio modelling and optimisation techniques, FE Analytics is the most advanced and flexible fund selection package.  With a wealth of data easily accessible at the click of a mouse, FE Analytics enables IFAs and their clients to make better informed investment decisions.  Data is available for international, onshore and offshore funds, pension funds, life funds, investment trusts and equities.  FE Analytics is available as a standalone product or can be integrated into client systems and adviser software packages.

About Plum Software

Founded in 1993, Plum Software Ltd is the number one independent, specialist software house for financial services.

Plum Software provides complete solutions for front and back office for the IFA and mortgage broker. The software stores and gives instant access to all or selected client details including scanned documents, correspondence, faxes, emails, voice recordings and diary notes – this is far more efficient than the filing cabinet or Windows folders. When the software is used through the Internet, advisers can access all the information from any location, securely and without having to invest in expensive systems. By integrating to a large number of providers for a range of information, details need only be entered once.

Plum Software’s mission is to remain a reliable technology partner to all its clients, to remain at the forefront of software solutions and to provide its clients with high quality, trustworthy and user-friendly software and support. To achieve this it has a continuous programme of development, which is informed via regular user meetings, and close liaison with individual clients and leading industry consultants. 

Media licence

FE will provide access to FE Analytics free of charge to the media with the stipulation that if the data is used in an article the source, FE, should be cited.  Please contact Emma Wallis or Hugo Mortimer-Harvey at Quill PR on 020 7466 5053/54 for more details or email emma@quillpr.com / hugo@quillpr.com.

For further information, please contact:

Quill PR                       Emma Wallis or Hugo Mortimer-Harvey
Tel:                              +44 (0)20 7466 5053/54

Email:              emma AT quillpr.com / hugo AT quillpr.com