James Hay Partnership has teamed up with FE Analytics to offer advisers a new investment analysis tool.
From today, advisers who already have an account with FE will be able to export client portfolios directly into FE for more detailed analysis.
The tool allows users to perform detailed analysis on the portfolio, analysing sectors and exposure.
James Hay marketing director Chris Smeaton says: “We have a packed programme of simple online enhancements we’re rolling out, which are aimed at making advisers lives that little bit easier.
“This latest development follows the launch of an overall slicker and shortened online application process, client grouping, plus adding the functionality that enables users to add or withdraw money to their product bank account when placing a switch instruction online.”