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FE Analytics

Unparalleled Investment Data

Overview

FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment proposition to your clients.

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  • More than 3,900 adviser firms use FE Analytics for their own research. View how your funds are being represented, find out how advisers analyse and sort prospective investments, and learn how to present your funds in the best light using our research tool

  • Access more than 300,000 investment instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIDs/KIIDs.

  • Set up alerts to track competitor activity and compare funds on factors such as performance and ratings, conduct bulk fund comparisons, and track market trends with market movement reports.

  • Define your peer group by sector, objective, size, minimum investment, legal structure and investment style to support ‘Assessment of value’ reporting Compare against performance, costs (including Ex-ante), target market, holdings, breakdowns and pricing

FE Analytics is a leading investment research and analysis tool key to the success of UK fund distribution through intermediaries and financial advisers. At the heart of many financial advisers’ Centralised Investment Process (CIP) with 84% of the top 100 advisers in the UK using FE Analytics, you’re able to see through the eyes of the adviser and in turn, inform how you can strategically differentiate your offering in a crowded marketplace. Our built in market intelligence tools also give you the ability to track competitor movements in performance, ratings and significant capital events.

Categories

Business Needs
Productivity
Analytics
Industries
Financial Services
Personas
Executive
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package