MPS Universe brings total visibility and smarter due diligence to FE Analytics
Full access to model portfolio data, integrated ratings and daily updates transforms FE Analytics into your go-to MPS research tool.
Managed portfolio services (MPS) have become the cornerstone of centralised investment propositions across the UK in recent years. However, despite their ubiquity, the tools advisers rely on have struggled to keep pace with the growing importance of MPS. Until now, access to MPS data has been fragmented, limited by enablement settings or unavailable altogether within core research tools.
That’s why we introduced the MPS Universe into FE Analytics.
This new capability brings transparency, efficiency and scale to MPS workflows. For the first time, you can access a truly comprehensive view of the MPS market, regardless of provider relationships, directly within FE Analytics, the platform you already use for fund and model portfolio research.
Scroll down to the bottom of this page for a video on how to use it!
A single, integrated research environment
With MPS Universe, FE Analytics becomes more than a fund research platform. It evolves into a fully integrated environment for model portfolio due diligence.
Instead of switching between systems or requesting access to individual DFMs, advisers can now conduct all MPS research within a single, familiar dashboard. This not only saves time but ensures a more consistent and auditable advice process.
Key capabilities now available:
- Comprehensive data access: View performance history, asset allocation, investment styles and charges across MPS solutions
- Flexible filtering: Apply the same trusted filters used in fund analysis to narrow down relevant MPS options
- Standardised benchmarking: Evaluate models using new MPS Crown Ratings and sector classifications
- Centralised documentation: Access factsheets, quarterly and monthly commentary, and rebalanced reports uploaded directly by DFMs
Whether you're comparing portfolios, preparing documentation or reviewing suitability, the entire process can now be faster and better aligned with your advice workflow.
We've put together a guide you can use to get to grips with the MPS Universe. Download that here.
Raising the bar for MPS due diligence
Advisers have told us that MPS research can feel disconnected from the rest of their advice workflow. With MPS data previously locked behind the MPS Directory, visibility was often restricted to only those models a firm was specifically enabled to see.
The MPS Universe changes that by expanding visibility across the entire market. Whether you’re reviewing performance or selecting a new discretionary partner, you now have access to the UK’s richest MPS dataset, validated daily and structured for comparative research.
With the addition of MPS Crown Ratings and newly defined sectors, FE Analytics offers a scalable, consistent framework for evaluating model portfolios. As a result, advisers gain a more rigorous and reliable way to assess options, especially when operating within a centralised investment proposition.
Built for advisers. Powered by DFMs.
This new capability benefits both sides of the relationship.
For advisers, it means greater optionality and smarter, faster decisions. You can now:
- Evaluate suitability and risk with transparency
- Improve compliance documentation through standardised benchmarks
- Save time by keeping all MPS research within a single, familiar system
For DFMs, the MPS Universe offers a powerful opportunity to broaden reach. Providers can now:
- Surface their models to the UK’s largest network of advisers
- Upload factsheets and reports for direct access
- Track usage data to better understand adviser engagement
See how it works!
A new era of MPS oversight
As the latest trends have shown, MPS is no longer a niche proposition. More than 80% of UK advisers are now using some form of model portfolio service, and the need for transparent, comparable data has never been greater.
The MPS Universe in FE Analytics answers that call. It transforms the platform into a true MPS due diligence tool that brings clarity and confidence to every advice process.