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

Keeping pace with technology: What next for robo-advice?

Keeping pace with technology: What next for robo-advice?

'Robo-advice as a term probably won't survive'

Dilan Oylum
clock 07 January 2025 • 4 min read
Used well, generative AI can benefit the advice relationship

Used well, generative AI can benefit the advice relationship

'Don't be shy about telling clients how they're benefitting from your use of AI'

Ben Lester
clock 06 January 2025 • 4 min read
Consolidate or complement? Five things to consider when evaluating your tech stack

Consolidate or complement? Five things to consider when evaluating your tech stack

Important to consistently evaluate your tools for value and gaps

Allie Carey
clock 19 December 2024 • 4 min read