View more on these topics

Function malfunction

Am I the only broker appalled at the lack of useful functionality on the Fidelity FundsNetworks website?

At first glance, its fund evaluator looks like a really valuable tool – until you want to retain its ouput as evidence of fund research, that is.
You cannot export the results to Excel. You cannot print the page. You cannot even copy and paste into a Word document.

Confronted with this level of uselessness, I rang Fidelity to ask how the data could be saved. Its suggestion? You could try a screen print. Great idea – except that if you have more than seven funds in the table, the whole table does not appear on one screen. The Fidelity “adviser” I spoke to was even confused as to why I would want to have a hard copy anyway. I guess they never heard of retaining research on file in case of regulatory inspection or client query.

Ivor Harper
Director, Park Financial

Response from Fidelity: “We would like to thank Mr Harper for his feedback and appreciate his frustration with the lack of print/save facility he has illustrated. We would like to assure him his request to include this functionality is on our list of priorities for future implementation. We are always keen to understand how we can improve the user experience and adviser feedback has been and will continue to be integral to this process.”

Recommended

Schroders appoints head of European equities

Schroders has appointed Rory Bateman as head of European equities. Bateman will continue to have responsibility for core European equity portfolios having joined the firm in 2008 to manage European institutional portfolios. He replaces Gary Clarke, who left the firm in May to join JP Morgan. The appointment follows Martin Skanberg’s as manager of Schroder […]

EU creates new finance watchdogs

A new European Systemic Risk Council and three new watchdogs covering banking, insurance and securities markets will oversee financial services across the European Union. The reforms, which were ann-ounced last week and are likely to be voted on by the European Parliament later this month, will not give the new watchdogs direct supervisory powers other […]

Leaviss for M&G new bond fund

M&G Investments head of retail fixed income Jim Leaviss is to hand his highyield corporate bond fund to Stefan Isaacs to focus on M&G’s new UK inflationlinked corporate bond fund.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment