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Pension Switching and Platform Due Diligence

Formerly known as FE AdviserAsset, this is your essential toolkit for platform research, switching and compliance

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Meeting your needs

Where insight meets action

Our platform analysis tools, integrated in FE Analytics, are 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, Pension Switching and Platform Due Diligence (formerly 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, our tools help you make informed, data-backed decisions that enhance client trust and elevate your practice. 

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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. 

  • Demonstrate value

    Generate detailed, transparent fee comparisons, Reduction in Yield figures and analyses to showcase value and build trust with clients. 

  • 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 Pension Switching and Platform Due Diligence (formerly FE AdviserAsset) into your process, you can deliver seamless, evidence-based recommendations, all within one trusted platform. 

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  • Showcase your expertise with real-time insights
  • Build trust through transparency
  • Enhance efficiency without compromise:

Simplify complex portfolios to drive 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 tools for financial advisers, enabling you to tackle consolidation challenges with speed and precision. 

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  • 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. 

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  • 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 Platinum Ratings, powered by FE fundinfo, cut through the noise, providing independent evaluations that simplify your decision-making process and strengthen your client recommendations. 

Platform Platinum Ratings are a vital part of our mission to empower advisers with tools that simplify complex decisions and elevate client outcomes. 

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  • Trustworthy insights, tailored for advisers
  • Speed up your decision-making
  • Reinforce client trust
SOLUTIONS ADV – Investment Research

FE fundinfo's platform analysis tools

By integrating Pension Switching and Platform Due Diligence’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. 

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Ready to elevate your advice process?

Discover how Pension Switching and Platform Due Diligence integrated tools can transform your practice
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FAQs

Frequently asked questions

Pension Switching and Platform Due Diligence is a suite of platform analysis tools integrated within FE Analytics, designed for financial advisers. Formerly known as FE AdviserAsset, it helps advisers research products, compare charges, assess consolidation opportunities and conduct platform due diligence, all within a single platform.

The suite includes four tools: a Charge Comparison and Product Research Tool for evaluating fees and product features, a Consolidation and Switching Tool for analysing and restructuring client portfolios, a Platform Due Diligence Tool for structured regulatory compliance and audit trail creation, and Platform Platinum Ratings, which provide independent evaluations to support platform selection.

The Platform Due Diligence Tool provides a structured framework for evaluating platforms, generating a robust audit trail that supports regulatory scrutiny. It is designed to ensure that platform recommendations are evidence-based, defensible and aligned with both FCA requirements and client expectations.

Platform Platinum Ratings are independent assessments produced by FE fundinfo to help advisers evaluate and select platforms with confidence. They cut through the complexity of platform choice by providing objective, data-driven insights, enabling advisers to make better-informed recommendations and strengthen client trust.

The tools are built into FE Analytics, meaning advisers can access pension switching and platform due diligence functionality alongside fund research, portfolio analysis and investment data within a unified workflow. The suite also complements FE CashCalc and FE Onboard, supporting a connected advice process from research through to client onboarding.