Win new business


Quickly and easily model your prospects' current investment situation and optimise your own proposed investment solution. Create instant fund and portfolio comparison reports to demonstrate the value of your proposition side-by-side against their existing investments. Use our Investment Forecaster to compare the projected returns of their current portfolio against your suggested investment model. Create professional, branded reports to present to your prospect.

Manage your existing clients


Easily monitor portfolio returns and get alerted on any significant changes to the underlying investments. Demonstrate the value of your investment advice using our Dynamic Portfolio Tool to show ‘what if’ scenarios. Ensure you have a fully compliant process by saving an audit trail of all your research and historical portfolio changes to your client.

Improve your investment process


Our wide variety of research, modelling and reporting tools can help you optimise your investment selection, conduct objective due-diligence, and demonstrate the value of your service in a streamlined, fully compliant and profitable manner.


Unparalleled investment data

FE Analytics logoFE Analytics gives you the ability to adopt a whole of market approach with access to over 15,000 financial instruments including Managed Funds, ETF’s, LIC’s, ASX securities, Investment Bonds, SMA's, superannuation (including industry super funds) & retirement income, and original documents including factsheets and product disclosure statements.

In depth analysis tools

Factor in historic fund swaps, rebalancing and adviser charges, allowing you to show the value of your advice and 'what if' scenarios. Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. Compare any instrument against any other so you can understand the effect of proposed changes to a portfolio or whether a fund is really outperforming his benchmark or peers.

Refine fund selections with our trusted ratings including FE fundinfo Crown Fund Rating, FE fundinfo Alpha Manager Rating and FE fundinfo Risk Score to quickly find the best funds in the market. Use sophisticated charting and analysis tools to analyse performance, ratios, holding information and risk. 

Professional reporting

Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. 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. Our Custom Report Builder enables you to choose from 150 data fields to tailor a table report to your exact requirements. We provide unlimited storage of all your research in our archive for you to recall previous work and even refresh.