Investment Analysis | FE Analytics for Advisers

Unlock the power of investment analysis to monitor your investment solutions

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Being able to research and analyse investments and financial instruments in a single tool allows you to easily monitor your existing clients’ investment solutions and to optimise your proposition.

Overview

FE Analytics provides all the tools and resources you need to ensure you have a robust and compliant investment process.

  • Charting and analysis
  • Compare and contrast any instrument
  • See all investments in a single resource.

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Key Features

Dynamic portfolio tool

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


Chart, analyse and compare

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.


Analyse and refine selections

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.


Compare returns

Compare the projected returns of a client’s current portfolio against your suggested investment model


Grounded in personalised research

Use our Client Manager system to quickly save and refresh research for a particular client, ready for analysis and discussion.


Compare manager rather than fund performance

It can be difficult to analyse a fund that’s recently launched, but the fund manager comparison tool allows you to look at the absolute and relative performance of a fund manager over the years


Clean share classes

Clean share classes have such little history that advisers often struggle to produce any meaningful performance data. FE Analytics has attached the old history onto the new clean share classes, so that you can analyse these newer investments using the same detailed analysis as you would on any other share class.

Don’t just take our word for it

“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 reviews. The system is highly sophisticated, but intuitive and easy to use at the same time. The ability to filter and select funds is extensive and the analysis produced is of great detail. The output generated in both graphical and tabular format is also very impressive. 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. I’ve saved a lot of time on a day to day basis as well."

Principal, Fidra Wealth Management.

See case studies

Contact us

We're always ready to answer any of your questions. Contact us and one of our specialists will talk you through how our software can help your business grow.

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