FE Analytics+
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 and ongoing monitoring, giving you more time to focus on your clients knowing your due diligence is taken care of. It’s at the heart of many advisers’ investment propositions.
FE Analytics+ combines the award-winning FE Analytics with a wealth of additional solutions to support Advisers in running their businesses and helping their clients be better informed.
For example, our model portfolio range is available on 9 of the UK’s best known platforms, our digital tools support advisers in showcasing their own models to prospective and existing clients and our risk profiling tool, helps advisers establish a straightforward, repeatable investment process.
Key benefits:
- Browse over 300,000 instruments including UT & OEICS, ITs, Offshore, Onshore and DFMs
- Build buy lists and portfolios containing funds, equities, sectors, indices, currencies and asset classes
- Review the performance of discretionary fund manager model portfolios
- Compare the projected returns of a client’s current portfolio against your suggested investment model
- Huge range of sophisticated charting and analysis tools to analyse performance, ratios, holding information and risk.
- Calculate the reduction in yield of any investment portfolio with our Reduction in Yield calculator
- Risk profile your clients and map to suitable investment options with FE Analytics+ Investment planner
Don’t just take our word for it
“FE Analytics is much more advanced than many competitor fund research software. 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, Applewood Wealth Management
“FE Analytics has become an integral part of the way that we conduct our business, from fund research to client reviews. The system is sophisticated but very easy to use, and it saves us a lot of time. We find the portfolio scans and comparison reports very useful. The staff are friendly and always ready to help, overall an excellent service.” Director, Whitman Fry Wealth Management Ltd.
When you visit any of our sites, bits of information (i.e., cookies) may be stored or retrieved on your browser. We use these cookies to improve our site operations and remember your preferences for interacting with us. Because we respect your right to privacy, you can choose not to allow some types of cookies (e.g., those that directly identify you). Click on the different cookie category headings under ‘view preferences’ to find out more and customize your default settings. Please note that blocking some types of cookies may impact your site experiences and the services we are able to offer.
Strictly Necessary/Functional cookies Always active
Preferences
Analytical/Performance cookies
Targeting cookies