FE fundinfo acquires AdviserAsset
12 September 2024 UK
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FE fundinfo has acquired AdviserAsset to provide a wider range of products for UK advisers.
The acquisition aims to provide FE fundinfo clients with financial planning software solutions, investment product selection and enhanced reporting via the AdviserAsset platform.
Clients will also be able to access AdviserAsset’s database to facilitate platform switch analysis involving multiple client holdings, the firm says.
The acquisition marks FE fundinfo’s latest strategy to enhance software and data capabilities for financial advisers.
CEO at FE fundinfo, Liam Healy, states: Through our recent growth and strategic acquisitions like AdviserAsset, we are building a suite of solutions that support each critical function of the profession, from onboarding and engagement to research and planning.”
Colin Turton, founder and CEO at AdviserAsset, adds: “AdviserAsset has led the way in investment switching, costs and charges comparisons and platform due diligence. As part of FE fundinfo’s offering, it will help set a new benchmark for financial advice tools and services in the market today.”
The acquisition aims to provide FE fundinfo clients with financial planning software solutions, investment product selection and enhanced reporting via the AdviserAsset platform.
Clients will also be able to access AdviserAsset’s database to facilitate platform switch analysis involving multiple client holdings, the firm says.
The acquisition marks FE fundinfo’s latest strategy to enhance software and data capabilities for financial advisers.
CEO at FE fundinfo, Liam Healy, states: Through our recent growth and strategic acquisitions like AdviserAsset, we are building a suite of solutions that support each critical function of the profession, from onboarding and engagement to research and planning.”
Colin Turton, founder and CEO at AdviserAsset, adds: “AdviserAsset has led the way in investment switching, costs and charges comparisons and platform due diligence. As part of FE fundinfo’s offering, it will help set a new benchmark for financial advice tools and services in the market today.”
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