Simplify and enhance your investment research and reporting

Improve efficiency and support better client outcomes with an accurate and holistic view of your entire investment proposition.

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FEATURES & BENEFITS

All your investment research in one place

Take the guesswork out of investment research with FE Analytics - a golden source of accurate fund data and powerful analysis tools.

Our solution supports you in ensuring investment suitability and efficiency, whilst enabling you to clearly demonstrate the value of your advice.

We have over 25 years’ experience in fund data management: from collection, ingestion and validation, through to enrichment and dissemination.

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Enhance your efficiency

Simplify your research process with all of your investment data in one place, along with the tools needed to effectively analyse and report on your chosen recommendation.
Win new business

Clearly demonstrate the value of your advice with side-by-side performance comparisons, showing the benefits of your recommendation in relation to an existing plan.
Simplify compliance

Ensure your recommendations are suitable for the unique risk profiles and preferences of your clients, whilst supporting good client outcomes with comprehensive fund data and client-friendly reporting.
Improve client engagement

Provide clients with the information they need, when they need it, with customisable reporting. Enhance the client experience with engaging reports tailored to individual needs.

How we support you

FE Analytics

Enhance your efficiency and outcomes with our end-to-end research tool. From initial risk profiling all the way through to ongoing monitoring, FE Analytics brings all of the data and analysis that you need into one integrated system.

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Accurately assess clients' attitudes to risk
Access whole of market fund data in one place
Produce compelling custom reporting
Compare 85+ MPS providers

WHAT OUR CLIENTS SAY

How we're helping advice firms enhance their investment research

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 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 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

FEATURED INSIGHT

8 ways FE Analytics can help you meet the Consumer Duty Products and Services outcome

Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.

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