FE Analytics

Browse and compare over 300,000 investment instruments across all major universes including Onshore and Offshore Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs, and DFMs. Filter funds based on your suitability criteria using sector, performance, risk rating, costs, holdings, and ESG metrics. Access original fund documentation including factsheets, key facs, annual reports, prospectuses, and KIIDs directly within the platform. 

When preparing investment recommendations for a client with specific risk parameters and ESG preferences, you can filter the entire investment universe to identify suitable options, analyse their performance characteristics, review holdings and costs, then generate a comparison report demonstrating why your recommendation is appropriate. All within a single platform without manual data gathering. 

Build and analyse portfolios using the Dynamic Portfolio Tool and Investment Planner. Model your clients' current investments and compare projected returns against your suggested investment model. Import existing client portfolios from integrated back-office systems, conduct scenario analyses, and demonstrate the benefits of your recommendations through side-by-side performance comparisons. 

"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," notes Hayley, Client Service Manager at Legacy Wealth Management Limited. 

Our Attitude to Risk Questionnaire, powered by EValue, helps you and your clients begin constructive discussions around capacity for loss and risk appetite. Asset allocation output is provided rather than a prescriptive list of funds, giving you investment guidance you can tailor to individual circumstances. Results vary according to investment term, meaning that although there are five levels of risk, there are 15 outcomes as time horizon is considered. 

The Investment Planner tool helps you map risk assessment outputs to suitable investment options and produce client-friendly reports detailing your recommendation. This structured approach ensures your advice process is documented, repeatable, and demonstrates clear alignment between client circumstances and recommended solutions. 

Feature description: The MPS Directory integrates the Managed Portfolio Service market into FE Analytics, enabling you to conduct extensive research and due diligence across a range of model portfolios in one place. Access underlying holdings data from over 85 MPS providers, analyse performance, compare costs, and evaluate the composition of each model to determine suitability for your clients. 

For advisers considering MPS solutions for clients, the MPS Directory eliminates the need to request information from multiple providers. Conduct comprehensive due diligence, compare options systematically, and document your selection process to demonstrate appropriate consideration of available solutions. 

Access key European ESG Template (EET) data and ESG ratings from ISS within the fund filter, factsheets, portfolio scans, and reporting features. Research and recommend investments that match your clients' investment objectives and values. Filter funds by ESG criteria, review sustainability credentials, and demonstrate how recommendations align with client preferences. 

As client interest in sustainable investing grows, FE Analytics enables you to integrate ESG considerations into your standard research process. Filter for funds meeting specific sustainability criteria, access detailed ESG data and ratings, then demonstrate in client reports how recommendations align with stated values and preferences. 

Rather than manually entering client portfolio holdings, you import them directly from your back-office system. Conduct your analysis, generate suitability reports or annual review documentation, then save back to the client record. This integrated workflow saves significant time while maintaining data accuracy. 

Create tailored reports using the Custom Report Builder with access to 150+ data fields. Generate performance reports, holdings analyses, fee comparisons, and suitability documentation. Choose exactly which data points to include, how to format presentations, and create templates for repeatable reporting requirements. Analyse performance, ratios, holdings, and risks using a comprehensive range of sophisticated charting and analysis tools. 

Create standardised templates for Suitability Reports, Annual Reviews, and portfolio valuations. Rather than building each report from scratch, use templates that pull updated data automatically, ensuring consistency while saving preparation time. Tailor report content to highlight aspects most relevant to each client relationship.