How Robin Collins saved 440+ admin hours annually by integrating FE Analytics and FE CashCalc
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Written by: As client numbers increased and regulatory expectations became more demanding, Robin Collins needed a more efficient and consistent approach to reporting and planning. The goal was to gain better access to reliable investment data and support growth through the smooth acquisition and onboarding of new client banks. To improve reporting consistency and enable scalable client planning, Robin integrated FE Analytics and FE CashCalc (Nexus for IFA’s) across key areas of the advice process, including client reporting, performance analysis, cashflow modelling, and more. Robin is now able to deliver more consistent, data-driven client reviews and is better equipped to assess new client bank opportunities quickly and accurately. What did Robin accomplish as a result? Streamlined reporting FE Analytics enabled quicker access to risk scores, performance tables, and one-year comparisons, simplifying report creation and ensuring consistency. Integrated planning By linking FE Analytics portfolios to FE CashCalc, Robin created more realistic cashflow projections and eliminated duplication of data entry. Support for acquisitions Structured access to underlying investment data made it easier to evaluate client bank opportunities efficiently. Improved accessibility Replacing third-party tools with FE fundinfo’s platform resolved access issues and improved the availability of investment data. Enhanced growth capability The tools supported client base expansion by making processes more scalable and investment data more reliable. We’re very happy with the outputs from FE fundinfo. The tools help us work more efficiently and make faster decisions, especially when looking to grow through acquisitions. Robin Collins Head of Data & Distribution Why us? As your dedicated fund manufacturing and distribution partner, we navigate complexity to unlock your potential. We transform everyday challenges into opportunities for expansion with data-led solutions and established industry expertise. View our full suite of products and solutions at fefundinfo.com. |
