Wealth of data at your fingertips
The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Excel add-in.
Market leading analytical functionality
FinXL can be fully integrated with FE Analytics. When coupled together, the package represents the most powerful combination of comprehensive asset data and market leading analytical functionality available on the market.
Easy integration and customised reporting
The tool can easily integrate with other independent data sources and templates, meaning you can populate existing reports with the data. Alternatively, you can use our reports, which are customisable, and you can create multiple reports side by side. And they can be easily amended to suit any new requirements.
Easy to use and intuitive
The application can be accessed through an easy add-on via Excel. The interface is modern and intuitive, allowing the user to easily download data and run the reports they require.
In-depth analysis of funds
Since the tool is Excel-based, it allows the user to drill down to underlying constituents for a quick comparative breakdown analysis. You can further perform rapid calculation of ratio statistics over multiple periods.
Bulk data downloads and instant refreshes
Allows the bulk call of thousands of instruments instantly from any list of identifiers including ISIN, SEDOL, Mex and other codes. Permits full suite of factsheet fields to be refreshed in real time, without the need to wait for the next business day.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
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.
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!