AdviserAsset leads the way in investment switching, costs and charges comparisons and platform due diligence, challenging the market to go further in delivering rigorous analysis to help financial advisers and their clients understand the implications of making a switch with their money.
AdviserAsset has been serving its 5,000+ clients for more than 10 years, paving the way for financial advisers to conduct platform due diligence and product comparisons, an invaluable tool in the face of the FCA’s Consumer Duty. Its unique functionalities are based on a comprehensive database of products and platform capabilities and fees.
In September 2024, FE fundinfo acquired AdviserAsset, adding to its comprehensive suite of integrated technology serving financial advisers in the UK. AdviserAsset adds another core component to enable clients to benefit from enhanced financial planning software solutions for client engagement, financial research and planning, investment selection, and client reporting - ensuring more confident decision-making and best client outcomes, all in one place.
AdviserAsset’s functionalities will be integrated with FE fundinfo’s leading, all-in-one solution for fund research and selection module powered by FE Analytics.
To follow FE fundinfo’s journey on becoming the go-to-partner for financial advisers in the UK, from onboarding and engagement to research and planning - visit us at fefundinfo.com.