Award winning investment research and financial planning tools

Powerful data, knowledge and analysis that helps you make better and more informed investment decisions for your clients
Investment Research and Planning
Designed around your investment advice process

Designed around your investment advice process

Through our investment research and benchmarking tools in the award winning FE Analytics, you can research your clients’ investments, recreating portfolios and assessing performance and volatility against a number of benchmarks and measures.

 

Calculate costs and charges with ease

Calculate costs and charges with ease

Whether you need to calculate reduction in yield of a client’s pension portfolio, or report on a pre-sale ex-ante costs and charges figure, our intuitive calculators, built within FE Analytics, helps you do it with ease, demonstrating the value of your advice to clients.

Streamlined investment advice process

Streamlined investment advice process

Our risk profiler, Investment Planner is customisable to the investment proposition of your firm enabling you to risk profile your clients, assess their capacity for loss and map their needs to specific investment choices.

Stay compliant

Stay compliant

FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of.

Contact us