Case Studies

This indicative timeline can help businesses ensure that they will be on track to meet their regulatory obligations in time for the deadline.

Long time user of FE Analytics, Brad Matthews, explains how it helped make better investment decisions amidst the COVID-19 crisis period.

Winning new business made simple with FE Analytics.

Quill Group Financial Planners' Director Mark Beveridge loves his FE Analytics subscription. As part of the evidence gathering process needed in this new era of Best Interest Duty, he believes there are few products that come close to the functionality of FE Analytics.

Rowan Dartington’s investment director Tim Cockerill has been using FE Analytics for more than ten years, describing it as absolutely integral to the day to day business of the firm.

As chief investment officer of Harwood Multi-Manager, Richard Philbin is responsible for everything from building investment models to interviewing asset managers. He is also responsible for bringing FE Analytics FinXL and FE Analytics tools into the company, where he has been described by FE fundinfo as a FinXL ‘super user’.

As her business is still relatively new but growing rapidly, Susan uses FE Analytics to demonstrate the value of her proposition to new clients.

Elementary Financial Planning is a chartered firm of financial planners that has used FE Analytics since the middle of 2017. Senior ParaPlanner, Simon Moore explains how FE fundinfo’s solutions for Advisers play an important role in powering the business.