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.
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Building Better Advice - FE fundinfo Annual Financial Adviser Survey
Download our adviser survey today for an in-depth look at how financial advisers are adapting to the post-pandemic world, from trends in technology to rethinking retirement strategies.
FE fundinfo acquires CashCalc
Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.
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.
Our Managed Portfolio Service enables you to confidently recommend risk-targeted portfolios to your clients, while we look after the underlying investment decisions, reporting, regulation and governance.
Click the video to learn more about our award-winning service.