FE AdviserAsset
Your essential toolkit for Platform Research, Switching and Compliance
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
Meeting your needs
Where insight meets action
FE AdviserAsset, now part of FE fundinfo, is designed to help financial advisers cut through complexity and deliver exceptional client outcomes with confidence. Whether you’re researching products, comparing charges, assessing consolidation opportunities, or conducting platform due diligence, FE AdviserAsset simplifies the process so you can focus on building trusted relationships.
Built with advisers in mind, we empower you to navigate today’s regulatory and client-driven challenges with ease. From platform selection to portfolio optimization, FE AdviserAsset helps you make informed, data-backed decisions that enhance client trust and elevate your practice.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
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Reduce regulatory risk
Access up-to-date and accurate information on charges and product features, ensuring recommendations are based on reliable data.
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Demonstrate value
Generate detailed, transparent fee comparisons, Reduction in Yield figures and analyses to showcase value and build trust with clients.
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Simplify information gathering and calculations
Gather up-to-date and accurate information while saving time on report preparation so you can serve more clients without compromising on quality.
KEY FEATURES
Platform switching and due diligence made easy
Empowering Advisers to Deliver Tailored, Transparent Advice
Selecting the right investment or pension product for clients is a cornerstone of quality financial advice—but with thousands of options and complex fee structures, finding the optimal choice can be overwhelming. The Charge Comparison and Product Research Tool simplifies this process, allowing you to focus on adding value for your clients.
By integrating FE AdviserAsset into your process, you can deliver seamless, evidence-based recommendations, all within one trusted platform.
- Showcase your expertise with real-time insights
- Build trust through transparency
- Enhance efficiency without compromise:
Simplifying Complex Portfolios. Driving Better Client Decisions.
Many clients bring portfolios that are fragmented, outdated, or unnecessarily costly. The Consolidation and Switching Tool empowers you to analyze, compare, and recommend better portfolio structures, creating clarity for your clients and actionable advice they can trust.
Integrate seamlessly with FE fundinfo’s toold for financial advisers, enabling you to tackle consolidation challenges with speed and precision.
- Turn complexity into simplicity
- Personalized, data-driven advice
- Strengthen your client relationships
Ensure compliance. Deliver confidence
Conducting robust platform due diligence is no longer optional—it’s a regulatory and professional necessity. The Platform Due Diligence Tool provides a structured, efficient way to evaluate platforms, ensuring your recommendations stand up to scrutiny while meeting client expectations.
By incorporating this into our platform, we equip you with the insights and confidence to meet both regulatory demands and client expectations.
- Save time on compliance
- Make better platform choices
- Protect your firm with a robust audit trail
Independent Insights for Smarter Platform Selection
Choosing the right platform is critical—not just for compliance but for delivering a smooth, client-centric experience. Platform Ratings cut through the noise, providing independent evaluations that simplify your decision-making process and strengthen your client recommendations.
Platform Ratings are a vital part of our mission to empower advisers with tools that simplify complex decisions and elevate client outcomes.
- Trustworthy insights, tailored for advisers
- Speed up your decision-making
- Reinforce client trust
Why FE fundinfo and FE AdviserAsset is a Winning Combination
By integrating FE AdviserAsset’s powerful tools into FE fundinfo’s trusted platform, we’ve created a unified solution designed to enhance your efficiency, compliance, and client outcomes. Whether it’s simplifying product research, carrying out switch analysis, streamlining platform selection, or ensuring regulatory rigor, these tools empower you to deliver exceptional advice that’s backed by data, insight, and integrity.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
Ready to elevate your advice process?
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