Supercharge your investment advice process
Investment Planner accessed via FE Analytics, helps you assess your client’s attitude to risk, select suitable investment options, summarise your investment process in client friendly reports.
Powered by EValue, our Attitude to Risk Questionnaire is a psychometric risk questionnaire, designed to establish the level of risk each client is willing to take.
Key features
Assessing your client’s attitude to risk
Powered by EValue, our Attitude to Risk Questionnaire is a psychometric risk questionnaire, designed to establish the level of risk each client is willing to take. The tool provides additional support in helping advisers understand a client’s capacity for loss and compare different outcomes, to confirm the suitability of the chosen risk profile. The questionnaire can be emailed to clients via the tool or completed together in a face to face meeting.
Customisable for your process
Our tool can help you map any investment solution to the most suitable risk profile. We use our own and independent measurement of risk (volatility), apply it to the whole of the market. Our method is completely free from any commercial bias, as no provider pays to be rated.
Optional built in Managed Portfolio Solution
The FE Investments Managed Portfolios are automatically mapped to each risk profile and the additional reports we provide as part of the FE Investments service. These are made available in the report center, so that they can be added to any final recommendation.
Using both Investment Planner alongside our models provides an adviser firm with a truly end to end investment solution, built within the award-winning research hub of FE Analytics.
Backed up by the numbers
advice firms currently use FE Analytics
of financial advisers who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings
portfolios and instruments to browse and compare, including UT & OEICS
of the top 100 IFAs in the FT Adviser list use FE Analytics
How can Investment Planner support your business?
Improving your investment proposition
Our risk profiling tool can be customised around your investment process. From assessing your client’s attitude to risk, discussing and selecting suitable investment options through to summarising your investment process in client friendly reporting.
Suits all investment propositions
Using the FE fundinfo risk score as a guide, Investment Planner automatically maps the risk of any investment solution to the most suitable risk profile, so whether you run your own in-house models or outsource to a multi-asset asset or to a DFM provider, the tool has been designed to work around your investment proposition.
Helping your clients understand their investments
The final step in the Investment Planner process is a report centre, that allows you to build a report, to summarise every part of the process that has led to the recommendation. From ‘possibility of loss’ reports, that review the inherent risk of each risk grade, to ‘switch reports’ that compare the existing portfolio to the recommended portfolio, there are plenty of options to build a robust recommendation report in minutes. All reports are saved against each client and can be retrieved quickly for future review.
Our Awards
Take a look at some of our most recent industry awards
FE Analytics won 4-stars for the Best Back Office and Support system
FE Analytics won Best Research Software for the 5th year running
FE Analytics won the Leading investment research, ratings and data provider award
We were awarded ‘Best Use of platform technology’ for our client reporting service for Aviva.
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
FE Analytics was awarded five stars in the Back Office / Support Services category
FE Analytics won Best Research Software
FE Investments won the award for Best Model Portfolio Service
FE fundinfo won the award for Best Ratings / Research service for Advisers
FE won the Leading Investment Research, Ratings and Data Provider award (the Advisers' choice award)
FE Invest won the award for Best Model Portfolio Service
FE Analytics won Best Research Software
Are you ready to streamline your investment process?
Get in touch with the team today for a demo.
