FE fundinfo Quiz

FE fundinfo

ADVICE HUB

PRESS START

What does Cashcalc provide Advisers?

OF 5

LEVEL 1

1

Onboarding & Cashflow Modelling

Investment Research

BOS

2

3

X

Which BOS's do we have a 2-way integration with on Cashcalc?

OF 5

LEVEL 2

1

Transact,IO & Enable

Fundment,IO & Curo

IO,Xplan & Curo

2

3

X

What does FE Analytics provide Advisers?

OF 5

LEVEL 3

1

Investment Research and Risk Profilling

Investment Research & Onboarding

BOS

2

3

X

What does FE Investments provide Advisers?

OF 5

LEVEL 4

1

Paraplanning

Managed Portfolio Service (MPS)

Advisory

2

3

X

What solutions unifies all three products?

OF 5

LEVEL 5

1

IO

Investment Hub

Advice Hub

2

3

X

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