See through the eyes of an adviser
Over 3,500 adviser firms use FE Analytics for their own research, so by using FE Analytics, you can see what they see. View how your funds are being represented, find out how advisers analyse and sort prospective investments, and discover how to present your funds in the best light using our research tools.
A wealth of information
Access to more than 300,000 financial instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIIDs.
Win new business
Conduct full sector analysis with ranking to see where you stand against your peers, and you can view scenarios where your funds may complement other investments to form a winning portfolio. Your reports will be professional and branded. And with more than 50% of advisers using the tool, chances are they’ll relate to them.
Put alerts on competitors’ funds for any major performance, ratings or capital event changes. You can also see the most bought and sold funds in your sectors and find out where advisers are seeing value. Finally, you can view the holdings of your peers and evaluate how they may affect performance and investment strategy.
This web-based tool can be accessed easily from any location. There is no need to install any software. It also integrates with most back-office systems which allows you to import any portfolios you may like to analyse.
FE Analytics FinXL
Our powerful plug-in enables you to extract up-to-date fund data into Microsoft Excel. Combined with the award-wining FE Analytics, you can effortlessly analyse that data, and create reports.
Communicate the value of your discretionary model portfolio service.
Streamline the distribution of your portfolios, reduce your administrative burden and reach the UK's top Financial Advisers with our Model Portfolio Service (MPS) Data Dissemination service.
FE fundinfo Ratings
Independent fund ratings trusted by advisers and investors.
Use our set of simple, reliable and independent ratings to help fund selectors, financial adviser and investors compare funds.
Reach fund selectors and investors worldwide. Connect with fund selectors, distribute your content and build your pipeline.