Provide your clients with tailored fund selection using our comprehensive fund research tools.Investment Research and Planning
Enhanced client reporting
Generating transparent and comprehensive transactional reports in a visually engaging format.Web Solutions
Managed Portfolio Service
The FE Investments managed portfolio service enables you to confidently recommend risk-targeted portfolios to your clients.Investment Management
News and research
How do you demonstrate to clients that you are making the best decisions on their behalf?
Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.
The UK’s fastest growing DFM on platform now available on 7IM
Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.
Coming soon on FE Analytics: Ex Ante Cost Calculator
FE Analytics already provides a new Reduction in Yield calculator to show the reduction in yield (RIY) in a PRIIPS-compliant way and you can access the four different product costs that need to be disclosed in a MiFID II ex ante client report via FE Analytics. Our team is now busy developing an additional calculator that will enable you to get a clear and transparent view of all MiFID charges that impact a clients’ investments.