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 propositions to your clients.

With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs, Offshore, Onshore and DFMs, 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.

Discover how FE Analytics can support your business

So much more than just a research tool, FE Analytics has evolved to support an adviser's complete investment proposition.

Watch the video to learn more

Key features

Unparalleled investment data

 

Browse and compare over 300,000 portfolios and instruments including UT & OEICS, ITs, Offshore, Onshore and DFMs to shortlist funds based on your suitability criteria. Access ESG ratings from ISS within the fund filter, factsheets, portfolio scans, and reporting features.

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 and customise your table report to your extract requirements, including custom font, colours, logos and other branding features.

All charts, tables and reports can be exported to PDF or MS Excel. We can provide unlimited storage of all your research in our archive, for you to recall previous work and even refresh to revisit later. 

Third party integration

 

FE Analytics provides you and your firm with one end-to-end system. It's integrated with popular platforms and providers, and industry back office systems.

Seamlessly connect with over 30 back-office systems including Intelliflo, Plum, True Potential, Iress and many more, 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. 

"FE Analytics’ coverage of the market is “superb”, citing an example of how this breadth of coverage recently turned a potentially lengthy research operation into a much easier task, an excellent package encompassing universal funds, equities and other asset classes"

Rowan Dartington

Click here for a full case study

Backed up by the numbers

3900+

advice firms currently use FE Analytics

80%

of financial advisers who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings

300K

portfolios and instruments to browse and compare, including UT & OEICS

94%

of the top 100 IFAs in the FT Adviser list use FE Analytics

Don't just take our word for it

Read how our customers are using FE Analytics to improve their advice outcomes. 

Browse our suite of products

FE Analytics

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FE Analytics

FE Analytics

Get started with one system for all your fund research, analysis, portfolio construction, due diligence and ongoing monitoring.

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FE Investments

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FE Investments

FE Investments

Learn more about our award winning MPS service, designed specifically for financial advisers. 

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CashCalc

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CashCalc

CashCalc

Discover all the client onboarding and cashflow planning tools you need, designed to help you and your entire financial planning process.

Learn more about CashCalc

Our Awards

Take a look at some of our most recent industry awards