FE Invest - Ongoing service

Ongoing support for our MPS

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key features

Here are some of the key features of our Model Portfolio Service:

Fe Invest
Access to investment team Check
White labelled reporting Check
Real-time governance reports Check
New client joining process Check
Total transparency Check
Performance net of fees Check
Training Academy Check
Personal Service Check
Charges 0.3%

Reports

Our comprehensive and straight forward range of documents provides the perfect complement to FE Invest. Jargon free, our research is written with the investor in mind; providing all the information needed to inspire confidence in their choice of investment and provide comfort that they know what they’re investing in.

FE Invest reports at a glance:

  • Independent unbiased research
  • Provides a full and complete audit trail
  • Jargon free and targeted at the retail investor
  • Scans and reports to support the FE Invest Portfolios

FE Invest reports compliment the existing suite of reporting tools within FE Analytics which allow you to tailor your reports from simplified to complex.

Ongoing support

Constant

  • Access to Analysts
  • Access to Relationship Manager
  • Access to all Archived Communications

Weekly

  • Market Commentary

Monthly

  • Bespoke Fund reports
  • Governance Reports
  • Portfolio Reports

Quarterly

  • Market commentary

Six monthly

  • Portfolio Reviews - we give clients access 2 weeks before it is released publicly on 2nd Monday of March and September

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.

Contact us