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FE fundinfo Quiz
Callum O'Shea
Created on February 15, 2024
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Transcript
ADVICE HUB
FE fundinfo
PRESS START
LEVEL 1
OF 5
What does Cashcalc provide Advisers?
Onboarding & Cashflow Modelling
Investment Research
BOS
LEVEL 2
OF 5
Which BOS's do we have a 2-way integration with on Cashcalc?
Transact,IO & Enable
Fundment,IO & Curo
IO,Xplan & Curo
LEVEL 3
OF 5
What does FE Analytics provide Advisers?
Investment Research and Risk Profilling
Investment Research & Onboarding
BOS
LEVEL 4
OF 5
What does FE Investments provide Advisers?
Paraplanning
Managed Portfolio Service (MPS)
Advisory
LEVEL 5
OF 5
What solutions unifies all three products?
IO
Investment Hub
Advice Hub
NEW HIGH SCORE
999999
CONGRATULATIONS!
THANKS FOR PLAYING
© 20XX GENIALLY GAMES
GAME OVER
CONTINUE?
YES
NO