FE Analytics, the online investment funds database and analysis tool, has partnered with Wealthtime, which specialises in self-invested personal pensions (SIPPs) and private client investment administration to integrate portfolio data.
Financial advisers using Wealthtime technology can now dynamically link and seamlessly import their portfolios into FE Analytics, without having to enter the data manually. In addition, Wealthtime has enabled its users to export historical portfolios into FE Analytics, allowing them to take advantage of the database’s charting tools and performance analysis. This is an exciting first for FE Analytics, which continues to lead the field in delivering innovative solutions to its clients using cutting-edge technology.
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Matt Surfleet, Commercial Director of FE, said: "Wealthtime’s business model is an ideal fit with FE Analytics’ extensive database of investment vehicles, with fully searchable performance, ratings and holdings data for OEICs, unit trusts, investment trusts and individual shares. When recommending changes to clients’ Wealthtime portfolios, advisers will be able to illustrate via FE Analytics what impact a new fund or asset class would have had on historic performance, exposures and risk.
"The dynamic link between FE Analytics and Wealthtime will save a lot of time for financial advisers who use both platforms. They can now use the whole suite of FE Analytics tools on behalf of their clients, from creating charts to downloading factsheets."
Jan Regnart, CEO of Wealthtime, commented: "We are delighted to be working with such a forward thinking innovative company as FE because they are right at the forefront of delivering leading edge technology solutions to financial advisers."
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