How we support Financial Advisers

Powerful data, knowledge and analysis that helps you make better and more informed investment decisions with your clients

If you’d like to learn more about our services for advisers, you can speak to one of our experts on 0207 534 7628

Customised information

Provide your clients with tailored fund selection using our comprehensive fund research tools.

Investment Research and Planning

Enhanced client reporting

Generating transparent and comprehensive transactional reports in a visually engaging format.

Web Solutions

Managed Portfolio Service

The FE Investments managed portfolio service enables you to confidently recommend risk-targeted portfolios to your clients.

Investment Management

News and research

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12 März 2020

Demonstrating value in uncertain markets

As a one-stop tool for investment research, analysis, due diligence and monitoring, FE Analytics is the ideal tool to help you communicate effectively with your clients during times of uncertainty.

20 September 2019

When is a trade war, not a trade war? When it’s a boss game.

In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.

31 März 2020

Using data and analytics to help reassure your clients

With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.

20 Januar 2020

Our 5 key investment decisions in 2019

In this post, we review the top five investment decisions we made in 2019 as a result of our robust and distinct investment philosophy. For professional advisers only.

05 Dezember 2019

New fund dashboard for financial advisers

FE fundinfo and Square Mile launch new fund dashboard to help financial advisers with their fund selection.