The award recognises Financial Express Analytics as the front office planning tool that financial advisers most value to support their advice proposition.
Financial Express Analytics was one of four providers shortlisted following nominations from IFAs for the most useful planning tool – whether a complete end-to-end system or one that specialises in one or more segments of the financial planning process. The four providers were asked to produce a submission which was then judged by an independent panel.
Analytics is a powerful online software tool used by analysts and financial professionals to manipulate and research data across all commonly used onshore and offshore fund universes of over 150,000 units.
Analytics charting of UK equities - 3-yrs
Source: Financial Express Analytics
Michael Holland, managing director of Financial Express, said: "This award recognises our commitment to develop tools that assist advisers to make better informed investment decisions and to provide top standards of client service. Analytics is a 'one stop shop' that enables IFAs to research a vast universe of fund data and to analyse volatility, risk and performance. Furthermore, the ability to construct portfolios and download graphics and factsheets helps IFAs explain asset allocation and fund recommendations to their clients.
Analytics was the first only internet-delivered package for investment professionals, providing comprehensive fund research and analysis. It supplies reliable and timely data, plus a range of analytical information and tools that facilitate fund selection.
From simple list building to portfolio modelling and optimisation techniques, Analytics is the most advanced and flexible fund selection package, covering international, onshore and offshore funds, pension funds, life funds, investment trusts and equities. Analytics is available as a standalone product or can be integrated into client systems and adviser software packages.