Compare funds in your portfolios and see how advisers perceive you

FE Analytics is at the heart of many advisers’ Centralised Investment Process. Use the tool to research your portfolios to see where they stand in the market.


See through the eyes of an adviser


Over 3,000 adviser firms use FE Analytics for their own research, so by using FE Analytics, you can see what they see. View how your portfolios are being represented, find out how advisers analyse and sort prospective investments, and discover how to present your models in the best light using our research tools.

A wealth of information


Access to over 300,000 financial instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIIDs.

Easy to access and integrate


This web-based tool can be accessed easily from any location. There is no need to install any software. It also integrates with most back-office systems which allows you to import any portfolios you may like to analyse.

Ongoing training and support

We have specialists who provide extensive ongoing training and support to all our clients. The support team are available by telephone, email and live chat.

Track and compare funds

Put alerts on select funds for any major performance, ratings or capital event changes. You can also see the most bought and sold funds in your sectors and find out where advisers are seeing value.

Client reporting

Our Custom Report Builder enables you to choose from 150 data fields to tailor a report to your exact requirements. You can use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. All charts, tables and reports can be exported to PDF or MS Excel and can be customised.

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