How integrated tools are changing the adviser-client conversation
Fragmented systems slow down conversations that should build trust. Discover how integrated tools like FE Analytics and FE CashCalc are transforming adviser-client interactions—making every meeting faster, clearer, and more valuable.
You're sitting across from a client who wants to know if their current portfolio is still fit for purpose. They’ve read about ESG, heard whispers of market volatility and want projections that take it all into account. They want it right now.
You’ve got the answer…but it’s in a different system. One that doesn’t speak to your planning software. So instead of guiding the conversation, you're toggling screens, manually copying figures and trying to keep the client engaged while double-checking your data.
Moments like these expose the real risk of fragmented systems.
Advisers are used to working around the technology meant to support them. But that's changing. With integrated tools like FE Analytics and FE CashCalc, bundled within the sophisticated Nexus for Financial Advisers suite, the adviser-client conversation becomes sharper, faster and more valuable (for both sides).
One platform, no re-keying
You know the burden of duplicating data entry all too well. Beyond time-consuming, re-keying between platforms increases the risk of human error, stealing energy that could be better spent serving clients.
That’s why integrated tools are gaining ground. When systems like FE Analytics and FE CashCalc speak to each other, you can spend less time correcting data and more time delivering value. Holdings flow directly into your cashflow forecasts, while updated asset allocations push back through for revised planning, without additional manual input.
This seamless connection removes friction from daily tasks and restores focus from admin to advice.
Win more clients with side-by-side portfolio tools
The FE Analytics + FE CashCalc integration helps you demonstrate your value clearly and confidently, from initial consultations to ongoing reviews:
- Model “what if” scenarios in real time
- Compare existing portfolios with your proposed changes using side-by-side visuals
- Tailor your reports to client priorities, including ESG alignment, performance ratios and risk exposure
The result is a more client-friendly experience that builds trust, differentiates your offering and builds efficiency into your workflow.
What IFAs gain with FE Analytics + FE CashCalc
Bringing FE Analytics and FE CashCalc together upgrades the entire advice process. Here’s how the integration helps at every stage of the client journey:
No more re-keying between systems
Reduce human error and save time: import client holdings directly into FE CashCalc and push asset allocations back from FE Analytics.
Whole-of-market investment research
Access data on over 300,000 instruments, including OEICs, investment trusts and MPS’s , all from within one platform.
Sophisticated, visual cashflow planning
Model complex scenarios with your client in the room, using engaging visuals that make it easier for them to understand the impact of your advice.
Built-in compliance and audit trails
Keep your process clean and auditable with pre-loaded assumptions and a clear data trail, supporting both FCA expectations and internal oversight.
Customisable, branded reporting
Generate client-ready, white-labelled reports that show value at every stage, whether you’re comparing MPS providers or projecting long-term outcomes.
Single view, single sign-on
Access everything you need from a single interface. No more logging into separate tools or managing disconnected data. It’s one login and one less obstacle between you and your client.
What can I technically do with this FE Analytics + FE CashCalc integration
With the new FE Analytics + FE CashCalc integration, users that have the technical ability to:
- Import holdings from back office
- Run a cashflow that shows the 'as is' Cashflow forecast
- Export those holdings to FE Analytics
- Analyse and redefine the portfolio of holdings based on the clients' needs
- Export the revised asset allocation of that new portfolio to create a growth template in CashCalc
- Re-run the cashflow forecast using the new GT, detailing the 'to be'
- Visually compare the 'as is' to the 'to be', side by side
This can all be done in a Single Sign On, integrated system. Take the next step toward efficiency.
The future of financial advice is fast, digital and highly connected. If you’re ready to enhance your planning conversations with real-time investment insights, speak to one of our experts today.
