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 case studies
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.
FE Analytics helps Brisbane Private Wealth tell a story with data
Brisbane Private Wealth are a full-service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’ and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.
FE Analytics helps Brisbane firm track & benchmark their model portfolios
Quill Group Financial Planners' Director Mark Beveridge loves his FE Analytics subscription. As part of the evidence gathering process needed in this new era of Best Interest Duty, he believes there are few products that come close to the functionality of FE Analytics.
FE Analytics saves New Zealand Private Wealth Advisers 'over 15 hours a month'
Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients' assets and have a team of 5 including 3 advisers.