Wealth Manager has been developed to capture all the information you need to recommend an appropriate FE Invest portfolio based on a client’s risk appetite and financial objectives. (Please note: the tool is currently only available through FE Invest)
Built to run seamlessly in FE Analytics*, Wealth Manager guides you and your client step by step through the investment
Don't just take our word for it
"When we looked at the time and resources that we were putting into investment process management, we just didn’t have the time to do what FE are doing for us. And we didn’t have that kind of access to fund managers. They’ve saved us a significant amount of time in putting portfolios together. And we now have more time to focus on other activities."