FE Analytics FinXL for Fund Managers

Our powerful plug-in enables you to extract up-to-date fund data into Microsoft Excel. Combined with the award-winning FE Analytics, you can effortlessly analyse that data, and create reports.

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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.

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.

MEETING YOUR NEEDS

FinXL in detail

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.

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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.

KEY FEATURES

FE Analytics FinXL for Fund Managers

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.

Intuitive interface

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.

Proven Solution

FE Analytics FinXL

in numbers

15 +

years

powering investment research and analysis
300 k+

Investment instruments

and related fund documentation.
80 +

MPS Providers

making your portfolio data and information on your services available to Financial Advisers via the MPS Directory.