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Adviser Software | FE Analytics for Advisers

All the investment research and analysis you need to stay informed

FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of.

It's at the heart of many advisers’ centralised investment propositions.

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Overview

Improve your investment process

However you run your investment process, for advisers requiring the provision of timely, robust, independent data coupled with a wide range of advanced modelling, analytical, reporting and presentation tools, our adviser software, FE Analytics, has consistently proved to be the leader in its field. You can get access anytime, anywhere with no installs and automatic daily updates.

High-quality and extensive data

The breadth and quality of our investment data sets us apart - extensive range of onshore, offshore and international funds, life, pensions, ETFs, investment trusts, equities and more at your fingertips.

We can seamlessly form part of your investment advice process.

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Key Benefits

Win new business

Quickly and easily model your prospect’s current investment situation and optimise your own proposed investment solution.

Create instant fund and portfolio comparison reports to demonstrate the value of your proposition side-by-side against their existing investments.

Use our Investment Forecaster to compare the projected returns of their current portfolio against your suggested investment model.

Create professional, branded reports to present to your prospect.


Manage your existing clients

Easily monitor portfolio returns and get alerted on any significant changes to the underlying investments.

Demonstrate the value of your investment advice using our Dynamic Portfolio Tool to show ‘what if’ scenarios.

Ensure you have a fully compliant process by saving an audit trail of all your research and historical portfolio changes to your client.


Assess your clients’ attitude to risk

The Attitude to Risk Questionnaire helps advisers and their clients begin constructive discussions around capacity for loss and risk appetite.

Asset allocation output is provided rather than a prescriptive list of funds providing investment guidance.

We provide results that vary according to the term of the investment. This means that although there are 5 levels of risk, there are in fact 15 outcomes as time horizon is also considered.

The questionnaire, powered by eValue Investment Solutions can be customised by you and printed or emailed to your clients and also forms the bedrock of FE’s risk profiling tool, FE Analytics+ Investment Planner.

Learn more about attitude to risk questionaire Learn more about FE Analytics+ Investment Planner

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Key Features

Research

Browse over 300,000 instruments including UT & OEICS, ITs, Offshore, Onshore and DFMs to shortlist funds based on your suitability criteria.

Access original fund documentation, including fund factsheets, key facts, annual reports, prospectuses and KIIDs.

Supplement your research with fund, manager and sector factsheets that include quartile performance, volatility and peer comparisons to help you make a more informed decision about any investment.

Analyse performance, ratios, holding information and risk using our huge range of sophisticated charting and analysis tools. Compare any instrument against any other to understand, for example, the effect of proposed changes to a portfolio or whether a fund is really outperforming its benchmark.

Build buy lists and portfolios containing funds, equities, sectors, indices, currencies and assets.

Learn more about investment research

Analyse

Factor in historic fund swaps, rebalancing and adviser charges, allowing you to show the value of your advice and 'what if' scenarios.

Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns.

Compare any instrument against any other so you can understand the effect of proposed changes to a portfolio or whether a fund is really outperforming his benchmark or peers.

Refine fund selections with our trusted ratings including FE Crown Fund Rating, FE Alpha Manager Rating and FE Risk Score to quickly find the best funds in the market.

Huge range of sophisticated charting and analysis tools to analyse performance, ratios, holding information and risk. Compare any instrument against any other so you can understand things like the effect of proposed changes to a portfolio or whether a fund is really outperforming its benchmark or peers.

Learn more about investment analysis

Report

Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns.

All charts, tables and reports can be exported to PDF or MS Excel and include the ability to add your own custom settings.

Every PDF output can include your company’s logo and disclaimer to have a personal and consistent style for your clients.

Our Custom Report Builder enables you to choose from 150 data fields to tailor a table report to your exact requirements.

We provide unlimited storage of all your research in our archive for you to recall previous work and even refresh.

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.

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CONTACT US

We are always happy to hear from you. Contact us if you have any questions and one of our specialists will take you through how we can fulfil your business needs.

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