FEI Analytics versus Fintegrate

RobCollins · February 2

Hello,

We are looking at alternatives for FEI owing to incresases in costs. Fintegrate allege they can match FEI in terms of comparison of funds etc. Has anyone compared them i.e. really road tested it?

Many Thanks

Rob Collins

richallum · February 2

We've been running both for a while now as we've given notice to FE. Very impressed with Fintegrate so far. Nicer UI, nicer outputs and it actually saves stuff after spending ages creating it. Much better VFM too. The only thing it can't do for us so far is creating a portfolio of portfolios (e.g. if I create a portfolio for each of 4 pensions I can't then create a master portfolio with them all in and show the overall asset allocation, returns etc).

richallum · February 2

Also, support is 💯

benjaminfabi · February 3

Do they have specific terms for outsourced paraplanners? Standard terms seem entirely incompatible with our business model.

richallum · February 3

I'll email you @benjaminfabi They have been very fair with us and certainly more favourable than other software providers.

richardgough · February 3

Can you build your own long-term portfolios and then make changes so they can track the long-term performance of a CIP?

richallum · February 3

@richardgough said:
Can you build your own long-term portfolios and then make changes so they can track the long-term performance of a CIP?

yes

FEI Analytics versus Fintegrate

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