FE Analytics
FE Analytics is a one-stop tool for all your fund research, analysis,
portfolio construction, due diligence and ongoing monitoring.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email customersupport@fefundinfo.com.
Meeting your needs
Improve your advice outcomes
FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment proposition to your clients.
With over 300,000 portfolios and instruments to browse and compare, FE Analytics provides all the data and analysis tools needed to provide a robust and valuable advice process.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email customersupport@fefundinfo.com.
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Make suitable recommendations
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 to ensure the best possible outcomes.
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Demonstrate value
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.
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Manage 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.
KEY FEATURES
More than just a fund research tool
Fund research & portfolio analysis
Browse and compare over 300,000 portfolios and instruments including Onshore and Offshore UT & OEICS, Investment Trusts and DFMs to shortlist funds based on your suitability criteria.
Access key European ESG Template (EET data) and ESG ratings from ISS within the fund filter, factsheets, portfolio scans and reporting features to research and recommend investments which match your clients' investment objectives and values.
Get access to original fund documentation, including fund factsheets, key facts, annual reports, prospectuses and KIIDs. Analyse performance, ratios, holding information and risks using our huge range of sophisticated charting and analysis tools.
- Conduct thorough due diligence with whole of market data
- Enhance your ESG research capability
- Access original fund documentation
Streamline your workflow
FE Analytics provides you and your firm with one end-to-end system. It's integrated with popular platforms, providers and back-office systems. Seamlessly connect with over 30 back-office systems including intelliflo, Plum, True Potential and Iress, enabling you to import client details direct from the source.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email customersupport@fefundinfo.com.
Backed up by the numbers
Trusted by more than 4,000 independent financial advice firms
FE Analytics is one system for all your fund research and analysis
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0%
of financial advisers
who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings
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0K
portfolios and instruments
to browse and compare, including UT & OEICS
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0%
of the top 100 IFAs
in the FT Adviser list use FE Analytics
Find out how to get the most out of FE Analytics
Discover how individual tools and features can supercharge your investment research and analysis.
What our clients say
How we're helping improve advice outcomes
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
Our recent awards
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RELATED PRODUCTS
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RELATED INSIGHTS
What we think
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
