Improve your advice outcomes

FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment proposition to your clients.

With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs, Offshore, Onshore and DFMs, you can easily shortlist funds based on your suitability criteria.

FE Analytics is one system for all your fund research and analysis, trusted by more than 3,900 independent financial adviser firms.

Key features

Unparalleled investment data

 

Browse and compare over 300,000 portfolios and instruments including Onshore and Offshore UT & OEICS, Investment Trusts and DFMs to shortlist funds based on your suitability criteria.

Access key European ESG Template (EET data) and ESG ratings from ISS and Climetrics within the fund filter, factsheets, portfolio scans and reporting features to research and recommend investments which match your clients' investment objectives and values.

Get access to original fund documentation, including fund factsheets, key facts, annual reports, prospectuses and KIIDs. Analyse performance, ratios, holding information and risks using our huge range of sophisticated charting and analysis tools.

Custom client reporting

 

Our Custom Report Builder enables you to choose from 150 data fields to tailor table reports to your extract requirements. 

All charts, tables and reports can be exported to PDF or MS Excel and include the ability to add your own custom settings. Every PDF output can include your company’s logo and disclaimer to have a personal and consistent style for your clients.

We can provide unlimited storage of all your research in our archive, so you can save time by recalling previous work and refreshing it later.

Third-party integrations

 

FE Analytics provides you and your firm with one end-to-end system. It's integrated with popular platforms, providers and back office systems.

Seamlessly connect with over 30 back-office systems including Intelliflo, Plum, True Potential and Iress, enabling you to import client details direct from the source.

Attitude to risk questionnaire

 

Our Attitude to Risk Questionnaire powered by EValue, helps advisers and their clients begin constructive discussions around capacity for loss and risk appetite.

Asset allocation output is provided rather than a prescriptive list of funds providing investment guidance. We provide results that vary according to the term of the investment. This means that although there are 5 levels of risk, there are in fact 15 outcomes as time horizon is also considered. 

Find out how to get the most out of FE Analytics

Discover how individual tools and features can supercharge your investment research and analysis.

How to compare portfolio costs and charges

Access MiFID II data and calculate pre-sale charges, costs and reduction in yield on your clients' portfolios with easy using our calculators.

Investment Planner (ATRQ)

Build client profiles and run risk analysis on their portfolios.

How to view European ESG Template (EET) data

Find out how to view key ESG data in order to research potential investments that meet your clients' sustainability preferences.

Backed up by the numbers

3900+

advice firms currently use FE Analytics

80%

of financial advisers who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings

300K

portfolios and instruments to browse and compare, including UT & OEICS

94%

of the top 100 IFAs in the FT Adviser list use FE Analytics

Don't just take our word for it

Read how our customers are using FE Analytics to improve their advice outcomes. 

Our Awards

Take a look at some of our most recent industry awards