FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring.
The FE Investments managed portfolio service enables you to confidently recommend risk-targeted portfolios to your clients.
Assess attitude to risk, select suitable investment options and summarise your investment process in client friendly reports.
News and case studies
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.
Provide your clients with tailored fund selection using our comprehensive fund research tools.
Enhanced Client Reporting
Generating transparent and comprehensive transactional reports in a visually engaging format.
Managed Portfolio Service
The FE Investments managed portfolio service enables you to confidently recommend risk-targeted portfolios to your clients