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How we support Financial Advisers

Powerful data, knowledge and analysis that helps you make better and more informed investment decisions with your clients
Financial Advisers
<p>Provide your clients with tailored fund selection using our comprehensive fund research tools.</p>

Customised information

Provide your clients with tailored fund selection using our comprehensive fund research tools.

Investment Research and Planning
<p>Generating transparent and comprehensive transactional reports in a visually engaging format.</p>

Enhanced client reporting

Generating transparent and comprehensive transactional reports in a visually engaging format.

Web Solutions
<p>The FE Investments managed portfolio service enables you to confidently recommend risk-targeted portfolios to your clients.</p>

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

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FE Analytics helps Brisbane Private Wealth tell a story with data
19 September 2019
FE Analytics helps Brisbane Private Wealth tell a story with data

Brisbane Private Wealth are a full-service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’ and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.

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When is a trade war, not a trade war? When it’s a boss game.
20 September 2019
When is a trade war, not a trade war? When it’s a boss game.

In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.

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New fund dashboard for financial advisers
05 December 2019
New fund dashboard for financial advisers

FE fundinfo and Square Mile launch new fund dashboard to help financial advisers with their fund selection.

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FE Analytics saves New Zealand Private Wealth Advisers 'over 15 hours a month'
09 December 2019
FE Analytics saves New Zealand Private Wealth Advisers 'over 15 hours a month'

Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients' assets and have a team of 5 including 3 advisers.

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Our 5 key investment decisions in 2019
20 January 2020
Our 5 key investment decisions in 2019

In this post, we review the top five investment decisions we made in 2019 as a result of our robust and distinct investment philosophy. For professional advisers only.

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