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.
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 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
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
Principal, Fidra Wealth Management.