FE Analytics

Fund analysis tool

Integration with intelliflo Office

intelliflo and FE Analytics have joined forces and created an integration which allows intelliflo users to import their client portfolios into FE Analytics to conduct comprehensive research and comparisons and then export all reports back into intelliflo.

Power your investment advice

No matter what your investment proposition, FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence, ongoing monitoring, and reporting. It is at the heart of many Australian advisers’ investment propositions.

Key benefits:

  • Research and compare over 15,000 instruments including Managed Funds, ETF’s, LIC’s, ASX Securities, Investment Bonds, SMA’s, superannuation (including industry super funds) and retirement income
  • Build, monitor and compare model portfolios
  • Track your own model portfolios and SMAs
  • Research from a full range of index and sector benchmarks
  • Use the Historical Portfolio tool to view the impact of portfolio switching
  • Access to the leading Australian SMA universe
  • Document Alerts – set regular, automatic alerts for changes to product disclosure statements (PDS’) and factsheets on a watch list of funds or approved product list
  • Dedicated local training and support
  • Monthly emails with hints and tips

FE Analytics for advisers

Analyse investment solutions, increase efficiency and demonstrate the value of your investment propositions to your clients. FE Analytics is a single tool for fund research, analysis, portfolio construction, due diligence and ongoing monitoring.

FE Analytics for institutional clients

Access whole of market fund data, track competitor activity and communicate your value to investors. FE analytics is a powerful investment research tool used by asset consultants and fund managers, offering a wide range of planning, modelling, analytical, reporting and presentation tools.

Unparalleled fund data

Access over 15,000 financial instruments across a large range of investment universes including managed funds, ASX securities, investment bonds, MSA’s, superannuation (including industry super funds) and retirement income. Data types include performance, pricing ESG ratings, RG97 fees & costs and original fund documents including fact sheets, product disclosure, TMDs and more.

Custom reporting

Choose from 150 data fields to tailor and customise your table report to your exact requirements, including custom font, colours, logos and other branding features.

Easy access & integration

FE Analytics is a web-based tool that can be accessed easily from any location. There’s no need to install any software. It also integrates with back-office systems which allows you to import any portfolios for analysis.

More than just a fund research tool

 

Build and track model portfolios and SMAs across different filters including sectors, universes and market indices, as well as weight holdings. Easily demonstrate the value of your proposition to current and prospective clients.​

 

View and export single portfolio reporting with up-to-date reporting, with detailed breakdowns of instruments within portfolio.

 

Adjustable and interactive charting, providing a bird’s eye view on how chosen instruments within a portfolio has performed under different economic conditions and at various timeframes.

 

Compare specific portfolios against each other with interactive charts to see side-by-side outputs of proposed or historical changes, as well as view performance against a benchmark or other peer instruments with easy-to-read tools.

 

View, compare and export portfolio data with up-to-date reporting across active lists with adjustable reporting options.

Don’t just take our word for it