FE fundinfo has taken a significant step in transforming financial planning for advisers by combining its cashflow planning solution, FE CashCalc, with its portfolio analysis tool, FE Analytics, on its Nexus platform.
The integration allows financial advisers to generate cashflow projections using actual client portfolios rather than relying on generic growth rates. By harnessing the analytical power of FE Analytics and the planning capabilities of FE CashCalc, advisers can deliver faster, more accurate, and highly personalised financial plans that align closely with each client’s circumstances.
One of the standout advantages of this integration is its ability to improve forecasting accuracy. Advisers can now use real-time asset allocation and weighting data from FE Analytics, which replaces standardised templates with tailored projections reflecting the unique composition of a client’s holdings.
The development also enables bespoke planning at scale. Advisers can effortlessly generate growth templates using actual portfolio data, ensuring that cashflow plans are truly customised to individual client objectives.
Operational efficiency is another key benefit, with FE fundinfo reporting that the integration has driven a 55% gain in core workflow efficiency on Nexus for Financial Advisers. This translates to significant time savings, reducing administrative tasks and freeing advisers to focus more on building meaningful client relationships and delivering high-value advice.
FE fundinfo head of UK IFA products Jodie Gallagher said, “Our goal is to empower advisers with the solutions they need to deliver exceptional outcomes for their clients. By integrating FE CashCalc and FE Analytics, we’re aligning financial planning with investment management in a seamless, efficient way. This makes forecasts more accurate, advice more personal and planning more impactful.”
“It reflects our ongoing commitment to simplifying complexity and enhancing client engagement, so advisers can focus on what matters most: delivering results for their clients.”
Copyright © 2025 FinTech Global
