FE Analytics+ Investment Planner is a step by step investment process which supports your firm’s investment proposition.
From assessing your client’s attitude to risk, discussing and selecting suitable investment options through to summarising your investment process in client friendly reports, the Analytics+ Investment Planner tool supports you and your business in demonstrating and delivering consistent investment advice.
Investment solutions for each risk profile
Using the FE Risk Scores held within FE Analytics, our new FE Risk Score Risk Bandings, can help you map any investment solution to the most suitable risk profile. The FE Risk Score is an independent measurement of risk (volatility), applied to the whole of the market and free from any commercial bias, as no provider pays to be rated.
You can programme your preferred investment options into the tool against each risk profile for everyone in your firm to view, compare and select.
Client friendly reporting
Ensuring clients understand the reasons and process behind your investment recommendations is crucial. The final step in the Investment Planner process is a report centre, that allows you to build a report, to summarise every part of the process that has led to the recommendation. From ‘possibility of losses’ reports, that review the inherent risk of each risk grade, to ‘switch reports’ that compare the existing portfolio to the recommended portfolio, there are plenty of options to build a robust recommendation report in minutes. All reports are saved against each client and can be retrieved quickly for future review.
FE Invest Model Portfolios
The FE Invest model portfolios are automatically mapped to each risk profile and the additional reports we provide as part of the FE Invest service, are made available in the report centre, so that they can be added to any final recommendation. Using both Analytics+ Investment Planner alongside our FE Invest models, provides an adviser firm with a truly end to end investment solution, built within the award-winning research hub of FE Analytics.
Demonstrating a repeatable process
For larger firms, an overview of the investment advice being given by multiple advisers can be very important. Data is collected within the Investment Planner tool to assist with this analysis including where investment monies are being directed.
Don't just take our word for it
“The investment planner has given us the solution we have been waiting for, for a long time. It brings all steps and processes together from the attitude to risk questionnaire, capacity for loss, the asset allocation, risk banding to the investment solution. It allows us to service all clients with all suitable investment solutions within a single software solution. Thanks FE.”
Adam Herbert, Managing Director, Herbert & Webster
“FE Analytics+ Investment Planner is easy to use and a simple way to view a large range of portfolios and then drill down to the ones you wish to complete a detailed analysis of. The reports are professional looking, client friendly and quick to create. It has made the whole investment advice process from start to finish; easy to follow, comprehensive, professional looking, and enjoyable to complete. It’s a great tool to use in front of clients and get them engaged in their investment decisions.”
Peter Watts, Independent Financial Adviser, Tom French & Associates