FE Analytics |

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.

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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.
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.
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.

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Conduct thorough due diligence with whole of market data
Enhance your ESG research capability
Access original fund documentation

Risk profiling

Our Attitude to Risk Questionnaire, powered by EV, helps advisers and their clients begin constructive discussions around capacity for loss and risk appetite.

Asset allocation output is provided rather than a prescriptive list of funds providing investment guidance. We provide results that vary according to the term of the investment. This means that although there are 5 levels of risk, there are in fact 15 outcomes as time horizon is also considered.

Our Investment Planner tool then helps you map the outputs to a suitable investment option and produce a client-friendly report detailing the recommendation.

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Robust psychometric risk questionnaire
Customise with additional questions
Make suitable recommendations with Investment Planner

MPS analysis

The MPS Directory integrates the MPS market into FE Analytics, enabling you to conduct extensive research and due diligence across a range of model portfolios, all in one place.

Access the underlying holdings data of model portfolios from over 85 providers. We receive data directly from the providers to ensure that you always have access to full, accurate, and up-to-date performance history and information for each model portfolio listed.

Extract information for your due diligence, compare models, and analyse ‘what-if’ scenarios at portfolio switching points.

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Research 85+ providers in one place
Access underlying holdings data direct from providers
Accurately compare solutions

Client reporting

Our Custom Report Builder enables you to choose from 150 data fields to tailor table reports to your exact requirements.

All charts, tables and reports can be exported to PDF or MS Excel and include the ability to add your own custom settings. Every PDF output can include your company’s logo and disclaimer to have a personal and consistent style for your clients.

We can provide unlimited storage of all your research in our archive, so you can save time by recalling previous work and refreshing it later.

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Create standardised templates
Tailor reports to client needs
Whitelabelled for your branding

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.

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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

80 %

of financial advisers

who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings

300 K

portfolios and instruments

to browse and compare, including UT & OEICS

94 %

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.

Visit our YouTube channel for more

VIDEO

How to compare portfolio costs and charges

Access MiFID II data and calculate pre-sale charges, costs and reduction in yield on your clients' portfolios with easy using our calculators..

VIDEO

Investment Planner (ATRQ)

Build client profiles and run risk analysis on their portfolios.

Watch Video

VIDEO

How to view European ESG Template (EET) data

Find out how to view key ESG data in order to research potential investments that meet your clients' sustainability preferences.

What our clients say

How we're improving 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

FE Analytics has become a key component in our advice process. We are now slicker and more efficient in our fund research, preparing for client reviews or preparing for initial meetings with prospects. We are also now able to produce high-quality portfolio reports with our own logo at the touch of a button, which help our clients better understand the value of our advice.

Practice Manager

ML Financial Associates

FE Analytics is much more advanced than many competitor fund research products. With system updates on a daily basis we are able to more closely watch market trends and react a lot faster. Furthermore, all investments can be amalgamated to give us a complete view of our clients’ holdings and allow us to better advise our clients.

Senior Research Analyst

Perspective West Ltd

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.