See how your funds compare and how advisers perceive you with FE Analytics

FE Analytics is at the heart of many advisers’ Centralised Investment Process. Use the tool to research your company’s funds to see where they stand in the market.
FE Analytics
See through the eyes of an adviser

See through the eyes of an adviser

Over 3,000 adviser firms use FE Analytics for their own research, so by using FE Analytics, you can see what they see. View how your funds are being represented, find out how advisers analyse and sort prospective investments, and discover how to present your funds in the best light using our research tools.

A wealth of information

A wealth of information

Access to over 300,000 financial instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIIDs.

Win new business

Win new business

Conduct full sector analysis with ranking to see where you stand against your peers, and you can view scenarios where your funds may complement other investments to form a winning portfolio. Your reports will be professional and branded. And with more than 50% of advisers using the tool, chances are they’ll relate to them.

We have specialists who provide extensive ongoing training and support to all our clients. The support team are available by telephone, email and live chat.

Put alerts on competitors’ funds for any major performance, ratings or capital event changes. You can also see the most bought and sold funds in your sectors and find out where advisers are seeing value. Finally, you can view the holdings of your peers and evaluate how they may affect performance and investment strategy.

This web-based tool can be accessed easily from any location. There is no need to install any software. It also integrates with most back-office systems which allows you to import any portfolios you may like to analyse.

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