FE Analytics follow up

Beginner
Technology
Self certified
Video
Date:

Wednesday 5th February 2020

Location:

Online

Duration

1 HRS 5 MINS

A second exploration of FE and what paraplanners can do with it.

Learning objectives

In this session we covered…

  • FE’s calculators on ex-ante charges and RIY
  • Account admin and archiving Bespoke report builder
  • Saving a favourite list of indices and to top it all off, charts, charts, and for the fun of it, more charts

Speakers

1
Edward Bateman
FE fundinfo

Part of the training team at FE fundinfo for the past two years, Edward’s principal responsibility is to help users of Analytics make full use of the system. This includes ensuring that the parts of the tool that are used are used correctly and efficiently, highlighting other areas that are valuable in supporting and enhancing processes, and exploring new ways Analytics can be used to support processes based on user requests.

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