The webinar was hosted jointly by Jonathan Holmes, Intelliflo’s Regional account team manager and David Scholes, Business development manager from FE Analytics. It was aimed at advisers, paraplanners and anyone who conducts investment analysis and portfolio modelling to demonstrate how, by using these two powerful pieces of software together, you can save considerable time and cost along with substantially reducing your regulatory risk. The practical session showed:
- How to export client data directly from the client record in iO to FE Analytics
- How to carry out comprehensive research and comparisons within FE
- How to send that data straight back into the iO client record
Speakers contact details
Are you ready for GDPR?
The General Data Protection Regulation (GDPR) will have huge ramifications for the financial advisory industry and we have put together a suite of content to help financial advice firms up to and beyond the deadline for compliance, 25 May 2018.