At FE, we pride ourselves on the quality of our investment data and the market insights
they provide. But the mere provision of data is not enough. That is why we place
equal emphasis on delivering leading edge, business ready technology enabling our
clients and their clients to deliver tools which can access, navigate, interrogate
and output this data speedily, efficiently and with maximum effectiveness.
Our suite of leading-edge online investment tools can be customised to match your
brand, fund range and investment messages so that you can deliver powerful data
solutions to your website and extranet users. Every solution is unique, but uses
a shared platform to expedite delivery and keep costs low. Some of the features
of these tools allow you to:
- Display and manipulate fund information
- Research, compare and select funds
- Use sophisticated portfolio scanning and analysis software
- Benefit from interactive and dynamic performance charting
- Access a wide range of original documents – factsheets, KIIDs, prospectuses etc
- Generate illustrations – 'Effect of Charges', 'Reduction in Yield' etc
- Deliver end-to-end client and portfolio management
It is hosted by us, but is an entirely bespoke service and so can take on the look
and feel of your own web environment. Indeed, we will manage the entire integration
to ensure the impact on your internal web resources is negligible.
And Webtools is constantly evolving to ensure that you benefit from the latest functionality,
the freshest data and the most innovative solutions.
Some of the specific tools within our Webtools suite are:
- Price display tool
- Factsheet tool
- Fund filter tool
- Charting tool
- Risk/return scatter charts and comparison reports
- Portfolio scanning tool
- Portfolio management tool