Designed around your investment advice process
Through our investment research and benchmarking tools in the award winning FE Analytics, you can research your clients’ investments, recreating portfolios and assessing performance and volatility against a number of benchmarks and measures.
Calculate costs and charges with ease
Whether you need to calculate reduction in yield of a client’s pension portfolio, or report on a pre-sale ex-ante costs and charges figure, our intuitive calculators, built within FE Analytics, helps you do it with ease, demonstrating the value of your advice to clients.
Streamlined investment advice process
Our risk profiler, Investment Planner is customisable to the investment proposition of your firm enabling you to risk profile your clients, assess their capacity for loss and map their needs to specific investment choices.
FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of.
So much more than just a research tool, FE Analytics has evolved to support an advisers' complete investment proposition.
Watch the video to learn more.
Surfing the Wave - 2020 Financial Adviser Survey
The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.
Events and Webinars
At FE fundinfo, we host a range of events and webinars throughout the year for our clients and other financial advisers.
News and Insights
In our Adviser Insights section, we share the latest news and articles on research and investment ideas from our team of experts here at FE fundinfo.