Consolidated analytics and reporting drives smarter client engagement
How a senior wealth adviser streamlined research, reporting and pension advice using FE Analytics.
Background
Adriana Lokman is an Independent Wealth Manager in a UK-based wealth management firm with over 60 advisers. As a senior adviser, she conducts her own investment research independently of the firm’s centralised team. Adriana needed a single solution to support portfolio construction, fund analysis, cost comparisons and reporting. Her goal was to streamline her workflow, ensure regulatory accuracy and improve how she presented investment insights to clients.
Objectives
In order to drive results as a senior adviser Adriana wanted to improve efficiency but also cover multiple areas of the advice process such as:
- Portfolio construction
- Fund research
- Risk analysis
- Cost comparison
- Client reporting
- Data consolidation
- Time efficiency
Achievements
By adopting FE Analytics, Adriana replaced multiple tools with a single platform that streamlined her workflow, improved compliance, and enhanced client conversations.
Tool consolidation
FE Analytics brought together performance data, yield calculators, risk profiling and cost comparison in one platform. This removed the need to switch between multiple systems.
Client-ready reporting
Colour-coded performance reports made it easier to explain fund behaviour to clients. These became effective tools in client meetings.
Live, trusted data
Access to independent, real-time data and downloadable fact sheets improved credibility. This strengthened client trust in recommendations.
Support for pension transfers
The cost comparison functionality supported regulated pension advice and made transfer assessments faster and easier.
Efficient research
Historical fund breakdowns, volatility metrics and portfolio analysis tools enabled fast, in-depth research from one place.
Pension cost comparisons integrated into one platform, saving research time
- Operational efficiency increased by around 55%
- Approximately £20,000 saved admin and research cost saved per adviser
- Around 234 hours saved annually on admin tasks
FE Analytics is a great piece of kit. It gives me everything I need in one place—performance, fact sheets, yield tools, client reporting—and it’s all live data I can trust.