Supercharge your financial advice

FE Analytics powers your entire investment proposition, whether you invest in individual funds, multi-asset funds and DFMs. It can help you analyse investment solutions, increase efficiency and demonstrate the value of your investment propositions to your clients.

With over 300,000 funds and instruments to browse and compare, including UT & OEICS, ITs, Offshore, Onshore and DFMs, you can easily shortlist funds based on your suitability criteria and run detailed analysis to support your investment recommendation.

We are trusted by more than 3,900 independent financial adviser firms for their fund research and analysis.

Find out why

Fund Research and Analysis for Financial Advisers

Backed up by the numbers

3900+

advice firms currently use FE Analytics

80%

of financial advisers who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings

300K

portfolios and instruments to browse and compare, including UT & OEICS

94%

of the top 100 IFAs in the FT Adviser list use FE Analytics

How can we help you?

Win new business

Win new business

Demonstrate the value of your proposition side-by-side, against your client's existing investments.

Risk profile your clients

Risk profile your clients

Using our Attitude to Risk Questionnaire, you can begin constructive discussions with your clients around capacity for loss and risk appetite.

Easily customise this in your branding, print or email it to your clients. Our Investment Planner tool then helps you map the outputs to a suitable investment option.

Create compelling reports

Create compelling reports

With our comprehensive reporting system, you can build custom reports or choose from our range of pre-built templates to get started quickly.

Our Custom Report Builder enables you to choose from 150 data fields to tailor a report to your exact requirements.

 

 

Don't just take our word for it

Read how our customers are using FE Analytics to improve their advice outcomes. 

Discover how FE Analytics can support your business

So much more than just a research tool, FE Analytics has evolved to support an adviser's complete investment proposition.

Watch the video to learn more

Browse our suite of products

FE Analytics

More
FE Analytics

FE Analytics

Get started with one system for all your fund research, analysis, portfolio construction, due diligence and ongoing monitoring.

Learn more about our features

FE Investments

More
FE Investments

FE Investments

Learn more about our award winning MPS service, designed specifically for financial advisers.

Click here to learn more

CashCalc

More
CashCalc

CashCalc

Discover all the client onboarding and cashflow planning tools you need, designed to help you and your entire financial planning process. 

Learn more about CashCalc
"FE Analytics’ coverage of the market is “superb”, citing an example of how this breadth of coverage recently turned a potentially lengthy research operation into a much easier task, an excellent package encompassing universal funds, equities and other asset classes"

Rowan Dartington

Click here for a full case study

Our Awards

Take a look at some of our most recent industry awards