Being able to analyse and research investments and financial instruments in a single tool is great, but you will also want to present your investment strategy and research to your clients in a way that suits their needs.
Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. Create
Portfolio comparison report
A concise ‘reasons why’ document you can use to justify why a client should move from one portfolio to another. All reports can be branded with your adviser company logo and disclaimer to ensure a personal and consistent style for your clients.
Fund type analysis
Using Active List Pro, incorporate more than one investment vehicle onto a graph or tabular report to broaden your analysis and recommendations.
Flexible data management
All charts, tables and reports can be exported to PDF or MS Excel and include the ability to add your own custom settings. Create dynamic links to any table in MS Excel and automatically refresh the data in your spreadsheet when connected to the internet.
Secure storage and retrieval
We provide unlimited storage of all your research in our archive for you to recall previous work and even refresh charts, tables and reports with the latest available data.
Don't just take our word for it
"FE Analytics has become an integral part of the way that we conduct our business, from fund research to client reviews. The system is sophisticated but very easy to use, and it saves us a lot of time. We find the portfolio scans and comparison reports very useful. The range of charting options is also impressive. The staff are friendly and always ready to help, overall an excellent service.“
Director, Whitman Fry Wealth Management Ltd