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FE Analytics
Unparalleled Investment Data
- Industries
- Financial Services
- Business Need
- ProductivityAnalytics
- 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.
Highlights
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
Provider Details
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. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs, Offshore, Onshore and DFMs, you can easily shortlist funds based on your suitability criteria. FE Analytics is one system for all your fund research and analysis, trusted by more than 3,900 independent financial adviser firms.
Pricing Details
Default Plan
£1 GBP/user/month