Supercharge your financial advice
FE Analytics powers your entire investment proposition, whether you invest in individual funds, multi-asset funds and DFMs. It can help you analyse investment solutions, increase efficiency and demonstrate the value of your investment propositions to your clients.
With over 300,000 funds and instruments to browse and compare, including UT & OEICS, ITs, Offshore, Onshore and DFMs, you can easily shortlist funds based on your suitability criteria and run detailed analysis to support your investment recommendation.
How can we help you?
Win new business
Model your clients' current investment and compare projected returns against your suggested investment model, and create comparison reports to demonstrate the value of your proposition side-by-side against their existing investments.
Risk profile your clients
Use our Attitude to Risk Questionnaire to assess your clients' capacity for loss and risk appetite. Our Investment Planner tool then helps you map the outputs to a suitable investment option.
Create compelling reports
Choose from a range of pre-built templates to get started quickly or build your own custom reports. Select from 150 data fields to tailor a report to your exact requirements and add your company logo and disclaimer for a professional and consistent style.
Manage your existing clients
Easily monitor portfolio returns and get alerted on any significant changes to the underlying investments. Demonstrate the value of your investment advice using our Dynamic Portfolio Tool to show ‘what if’ scenarios.
Research ESG investments
Utilise European ESG Template (EET) data and ESG Ratings from ISS and Climetrics to assess and compare the ESG characteristics and performance of funds to help align your clients’ investment objectives and values.
Analyse DFM portfolios
Our Model Portfolio Service (MPS) directory provides access to the underlying holdings data of model portfolios. Extract information for your due diligence, compare models and analyse ‘what-if’ scenarios at portfolio switching points.
Your investment proposition, powered your way.
As well as helping you select the best investment options for your clients, with FE Analytics you can build bespoke reports and charts to meet the requirements of your business and deliver consistent investment advice.
Building Portfolios
Build portfolios and create reports in FE Analytics.
Investment Planner (ATRQ)
Build client profiles and run risk analysis on their portfolios.
Custom Portfolio Reports
A step by step guide on building your own custom report template.
Discover more about FE Analytics
FE Analytics features
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
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
"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
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.
