What is FE Analytics FinXL?
Get direct access to FE fundinfo data via Excel. Discover whole of market fund data on onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more - all easily accessible through a single Microsoft Excel add-in.
FE Analytics FinXL can be fully integrated with FE Analytics. When coupled together, the package represents the most powerful combination of comprehensive fund data and market leading analytical functionality available on the market.
It allows for the unrivalled creation of custom reports and charts which can easily be refreshed via the Microsoft Excel add-in, providing users with easy access to the latest fund data. It is simple to install and only requires access to Excel and the internet.
How we can help
Wealth of data at your fingertips
The breadth and depth of our investment data, coupled with our approach to quality data management, sets us apart. Detailed information on our extensive range of fund data is at your fingertips through a single Microsoft Excel add-in.
Market leading analytical functionality
FE Analytics FinXL is fully integrated with FE Analytics and when coupled together, offers a complete package that allows you to harness our investment fund data and market leading analytical tools.
Easy integration and bespoke reporting
Easy integration with other independent data sources and templates is made possible with FE Analytics FinXL, allowing you to populate existing reports with whole of market data and create bespoke reports.
In-depth fund analysis
FE Analytics FinXL gives you access to the most up-to-date fund data from within Microsoft Excel and enables you to instantly refresh your workbooks.
The tool allows you to bulk call thousands of instruments instantly from any list of identifiers including ISIN, SEDOL, Mex and other codes. Reach beyond the 12-fund limit in FE Analytics and perform rapid calculation of ratio statistics over multiple periods and much more.
The interface is modern, intuitive and integrates easily with your own templates allowing you to perform Excel charting functions to draw out the insights you need.
Customise your reports
Use the power of FE Analytics FinXL to populate your own customised reports. Access all factsheet fields with the option to use additional MIFID ex ante costs & charges modules.
Helping Clients Succeed
The workload dropped significantly, especially as I did not have to login to FE Analytics each time to build up the tables, copy and pasting manually. All work that is prone to error disappeared completely.”
FE Analytics FinXL in numbers
years powering investment research and analysis
Investment instruments and related fund documentation.
MPS Providers, making your portfolio data and information on your services available to Financial Advisers via the MPS Directory.
Insights from FE fundinfo
Global Regulatory Outlook 2023
The regulatory changes set to shape the future of global fund management and distribution in 2023
ESG Whitepaper 2022
In this whitepaper, we explore the next steps of ESG’s journey into the mainstream, including advances made in regulation and data provision, where the gaps still lie, and how companies, fund providers and investors can avoid the dangers of greenwashing.
Case Study - FactSet
Senior Director for Wealth Management Strategy Greg King says flexibility and choice were key in choosing FE fundinfo data feeds.
The latest European ESG Template (EET) news
As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.