Provide your clients with tailored fund selection using our comprehensive fund research tools.Investment Research and Planning
Enhanced client reporting
Generating transparent and comprehensive transactional reports in a visually engaging format.Web Solutions
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
FE Analytics helps Brisbane Private Wealth tell a story with data
Brisbane Private Wealth are a full-service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’ and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.
When is a trade war, not a trade war? When it’s a boss game.
In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.
FE Analytics saves New Zealand Private Wealth Advisers 'over 15 hours a month'
Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients' assets and have a team of 5 including 3 advisers.