1st-The Exchange links with FundsLibrary

clock

1st-The Exchange is now offering users of Adviser Office access to online fund data platform FundsLibrary, a subsidiary of Hargreaves Lansdown.

Its customers will now have direct access to a range of fund data products and services from FundsLibrary, for over 3,000 funds across the UK.   By combining portfolio and standing data, performance, provider documents and independent research, advisers will now be able to find all the information and documentation they need in a single location.  The new service will be available free through Adviser Office with no additional upgrade required.  David Child, managing director of 1st-The Exchange, says: "Continued development of our systems and software remains a high priority to en...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI 'trust gap' causing uptake of robo-advisers to remain limited

AI 'trust gap' causing uptake of robo-advisers to remain limited

Clients still lack trust in the technology, Avaloq finds

Isabel Baxter
clock 20 November 2024 • 2 min read
Advice firms only spending 35% of time on client meetings

Advice firms only spending 35% of time on client meetings

Spending more time on business, compliance and staff development

Isabel Baxter
clock 18 November 2024 • 2 min read
PFS Conference 2024: AI should augment not replace human element in advice

PFS Conference 2024: AI should augment not replace human element in advice

Firms that adopt technology to save time will improve client experience

Jenna Brown
clock 14 November 2024 • 2 min read