Annual Reviews / FE Analytics / Simplybiz Annual Review Template
Trying to simplify things within the company for annual review reporting / suitability requirements.
We use FE for ATR / Performance graphs etc and I know there is so much functionality in terms of report building and the investment planner functionality including the cost and charges function too (RIY).
Is there anyone that solely uses FE to confirm suitability in a oner, or do you still use your compliance/firms annual review templates in addition to FE?
Just wondered if anyone is willing to share their annual review reporting output or how they approach this including FE?