James Hay Partnership, the UK-based platform for retirement wealth planning, has partnered with FE Analytics to launch a new investment data tool for enhanced portfolio analysis.
Through this partnership, advisers with an account with FE can export client portfolios directly into FE for more detailed analysis in single click.
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James Hay said that the new tool will also enable users to perform detail analysis on the portfolio, analyzing sectors and exposure.
Chris Smeaton, marketing director of James Hay Partnership, said: "We have a packed programme of simple but impactful online enhancements we’re rolling out, which are aimed at making advisers lives that little bit easier.
"This latest development follows the launch of an overall slicker and shortened online application process, client grouping, plus adding the functionality that enables users to add or withdraw money to their product bank account when placing a switch instruction online," he added.
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