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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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How do you demonstrate to clients that you are making the best decisions on their behalf?
News
Amina Dione
20 August 2019
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.

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The UK’s fastest growing DFM on platform now available on 7IM
News
Arianna Beech
06 August 2019
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*.

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Are active managers pulling their weight?
Blogs
Charles Younes
30 April 2019
Are active managers pulling their weight?

Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.

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Coming soon on FE Analytics: Ex Ante Cost Calculator
News
Mikkel Bates
17 July 2018
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.

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