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FE Analytics

By FE fundinfo

Unparalleled Investment Data

No Ratings
£1   GBP/user/month
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Industries
Financial Services
Business Need
Productivity
Analytics
Requires
None

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Fundinfo/FeFundinfo Package 1.10.0
Listed On
11/06/2023
Latest Release
12/10/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.8.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/27/2023

Additional Details

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.

Need help?

FE fundinfo

London, UK

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