Efficiencies in distribution
Our Managed Portfolio data service makes it easy for DFMs to distribute data, literature and other essential information relating to their model portfolios. This improves the accuracy and recency of the portfolio information in the marketplace and helps DFMs scale their offering. We can also distribute portfolio data to third party providers, back-office systems and platforms.
The service takes advantage of our ISO certified data distribution systems ensuring you have a single, clean and accurate source for all your model portfolio data. This means you can be confident your clients are seeing correct data and there are no discrepancies thereby protecting your reputation. All data, literature and reporting is verified before being distributed, reducing your administrative burden and ensuring you remain compliant with externally driven regulation.
Differentiate your proposition
Our unique service helps you differentiate your proposition in a crowded marketplace. It enables you to directly access over 3,000 adviser firms that use FE Analytics for research and selection of funds. In turn, you could increase your assets under management by helping your clients demonstrate the value of your portfolios to investors and building trust through openness and transparency.
Stay in control
You remain in full control of your data. With the dedicated DFM administration page, you can choose which advisers get access to your data and literature.
The driving force behind launching this service was to improve transparency in the model portfolio service marketplace. We now have 50 MPS providers using the service and making their portfolio data and information on their services available to Financial Advisers via the MPS Directory.
By partnering with us you can position your business alongside the other market-leading DFMs that have embraced the trend towards transparency and information sharing.
FE Analytics is used by 80% of advisers that consume third-party research for fund picking or building in-house solutions* and over a third of all UK investment intermediaries. Our Adviser clients tell us that they use a variety of investment options within their investment proposition and around 70% use a DFM in some capacity. By making your model portfolio data available via our MPS Dissemination service, you can reach up to 9,000 people logging into FE Analytics every day.
We can also support you with factsheet production and web-tools to allow you to demonstrate the value of your proposition to existing clients and new prospects.
Watch the Better Connected: FE fundinfo Client Conference 2021
The Better Connected Client Conference 2021 conference was delivered via a series of live interactive webcasts from 24th February to 29th April, bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
Click below to catch-up or revisit the wealth of industry insider knowledge from some of the industries leading experts.
Thriving Through Turmoil
How have Financial Advisers navigated a year of unprecedented change?
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey.
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
Alpha Manager Awards 2021
This year we celebrated the Guardians of Fund Management. Winners have been announced and the announcement is available to watch in a short 15 minute awards ceremony. Stream Now!