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Tech firm aids advisers with data service

Technology provider Financial Express is offering a data service designed specifically for intermediaries.

The service will be available through the TrustNet website, which offers the UK collective investment fund data. TrustNet is aimed at private inv-estors but is also used regularly by 10,000 IFAs.

The TrustNet Adviser service will target IFAs and feature a client fund profiler tool which will allow advisers to research and select funds which are appropriate to a client&#39s risk profile.

They will be able to use the default profile or customise the entire system, which is driven by a sector and fund ratings service.

The site will give IFAs access to a range of sector average performance tables and charts and a separate fund performance table which gives advisers instant access to discrete data and performance charts.

The site also offers a range of factsheet templates which IFA firms will be able to rebrand as their own.

Advisers will have access to a complete listing of FSA-regulated offshore products which will help them expand the range of funds they can offer their clients.

Managing director Michael Holland says: “This is the res-ult of significant consultation with the IFA community and management groups and no other website offers the same breadth of fund information and research tools for intermediaries, for free.


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