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  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

"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