FE adds structured products to Analytics
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FE has added structured products to its FE Analytics software.
Advisers have the option to create a table report of all available structured products or filter by those that are open or closed.
The report provides information on each product such as provider, type of product, term and offer close. Results can be ordered by different parameters to help advisers compare products.
A factsheet is available for each product, which contains links to related documents such as application forms, key features, other products from that provider, product descriptions and provider contact information.
Advisers can export the table to all available formats including PDF and MS Excel.
FE says the move comes in response to adviser demand.
FE Analytics product manager Shaun Bather says: “With the RDR approaching fast, adding structured products to FE Analytics is another step towards providing a whole of market view.”
Create Wealth Management managing director Stephen Ng says: “We are users of analytics and anything that expands its offering has to be a good thing. Anything that allows us to filter products in a way that is ultimately beneficial for clients is helpful.”
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