Improve your advice outcomes
FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment proposition to your clients.
With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs, Offshore, Onshore and DFMs, you can easily shortlist funds based on your suitability criteria.
FE Analytics is one system for all your fund research and analysis, trusted by more than 3,900 independent financial adviser firms.
Key features
Unparalleled investment data
Browse and compare over 300,000 portfolios and instruments including Onshore and Offshore UT & OEICS, Investment Trusts and DFMs to shortlist funds based on your suitability criteria.
Access key European ESG Template (EET data) and ESG ratings from ISS within the fund filter, factsheets, portfolio scans and reporting features to research and recommend investments which match your clients' investment objectives and values.
Get access to original fund documentation, including fund factsheets, key facts, annual reports, prospectuses and KIIDs. Analyse performance, ratios, holding information and risks using our huge range of sophisticated charting and analysis tools.
Custom client reporting
Our Custom Report Builder enables you to choose from 150 data fields to tailor table reports to your extract requirements.
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.
We can provide unlimited storage of all your research in our archive, so you can save time by recalling previous work and refreshing it later.
Third-party integrations
FE Analytics provides you and your firm with one end-to-end system. It's integrated with popular platforms, providers and back office systems.
Seamlessly connect with over 30 back-office systems including Intelliflo, Plum, True Potential and Iress, enabling you to import client details direct from the source.
Attitude to risk questionnaire
Our Attitude to Risk Questionnaire powered by EValue, helps advisers and their clients begin constructive discussions around capacity for loss and risk appetite.
Asset allocation output is provided rather than a prescriptive list of funds providing investment guidance. We provide results that vary according to the term of the investment. This means that although there are 5 levels of risk, there are in fact 15 outcomes as time horizon is also considered.
Backed up by the numbers
advice firms currently use FE Analytics
of financial advisers who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings
portfolios and instruments to browse and compare, including UT & OEICS
of the top 100 IFAs in the FT Adviser list use FE Analytics
Find out how to get the most out of FE Analytics
Discover how individual tools and features can supercharge your investment research and analysis.
How to compare portfolio costs and charges
Access MiFID II data and calculate pre-sale charges, costs and reduction in yield on your clients' portfolios with easy using our calculators.
Investment Planner (ATRQ)
Build client profiles and run risk analysis on their portfolios.
How to view European ESG Template (EET) data
Find out how to view key ESG data in order to research potential investments that meet your clients' sustainability preferences.
Don't just take our word for it
Read how our customers are using FE Analytics to improve their advice outcomes.
Analytics offers great support, it’s functionality is just what we need; particularly at the moment when we are reviewing our client base and looking at some fundamental changes in our investment strategies
Liz, Wrap Specialist, Roberts Mackie Winstanley
I’m a regular user of the FE Analytics system and it has become an integral part of the way that I conduct my business, both for fund research and during client interviews. The system is highly sophisticated, but intuitive and easy to use at the same time. FE Analytics is a brilliant tool that is well worth the annual subscription fee when you compare that to the amount of business the system has enabled me to win, service and retain.
Principal, Fidra Wealth Management
FE Analytics has become a key component in our advice process. We are now slicker and more efficient in our fund research, preparing for client reviews or preparing for initial meetings with prospects. We are also now able to produce high-quality portfolio reports with our own logo at the touch of a button, which help our clients better understand the value of our advice.
Practice Manager, ML Financial Associates
FE Analytics is much more advanced than many competitor fund research products. With system updates on a daily basis we are able to more closely watch market trends and react a lot faster. Furthermore, all investments can be amalgamated to give us a complete view of our clients’ holdings and allow us to better advise our clients.
Senior Research Analyst, Perspective West Ltd
FE Analytics has been a great addition to our business. This has been utilised to great effect by our Investment Committee and in the preparation of Suitability Reports and Annual Review process and the integration with our back office system is an added bonus.
Hayley, Client Service Manager, Legacy Wealth Management Limited
Our Awards
Take a look at some of our most recent industry awards
FE Analytics awarded 4 stars for Back Office and Support Services
FE Analytics won Best Research Software for the 7th year running
FE Analytics awarded Best intelliflo store app; open and integrated
FE Analytics awarded 5 stars for Best Back Office and Support System
FE Analytics won the Leading investment research, ratings and data provider award
FE Analytics won Best Research Software for the 6th year running
FE Analytics won 4-stars for the Best Back Office and Support system
FE Analytics won Best Research Software for the 5th year running
FE Analytics won the Leading investment research, ratings and data provider award
We were awarded ‘Best Use of platform technology’ for our client reporting service for Aviva.
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
FE Analytics was awarded five stars in the Back Office / Support Services category
FE Analytics won Best Research Software
FE Investments won the award for Best Model Portfolio Service
FE fundinfo won the award for Best Ratings / Research service for Advisers
FE won the Leading Investment Research, Ratings and Data Provider award (the Advisers' choice award)
FE Invest won the award for Best Model Portfolio Service
FE Analytics won Best Research Software
Are you ready to get started?
Join the 3,900 financial advice firms who are currently using FE Analytics.
Get in touch with the team today for a demo or free trial.
