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Simplify and enhance your investment research and reporting

Improve efficiency and support better client outcomes with an accurate and holistic view of your entire investment proposition. 

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All your investment research in one place

Take the guesswork out of investment research with FE Analytics - a golden source of accurate fund data and powerful analysis tools. 

Our solution supports you in ensuring investment suitability and efficiency, whilst enabling you to clearly demonstrate the value of your advice.

We have over 25 years’ experience in fund data management: from collection, ingestion and validation, through to enrichment and dissemination.

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  • Enhance your efficiency

    Simplify your research process with all of your investment data in one place, along with the tools needed to effectively analyse and report on your chosen recommendation.

  • Win new business

    Clearly demonstrate the value of your advice with side-by-side performance comparisons, showing the benefits of your recommendation in relation to an existing plan.

  • Simplify compliance

    Ensure your recommendations are suitable for the unique risk profiles and preferences of your clients, whilst supporting good client outcomes with comprehensive fund data and client-friendly reporting.

  • Improve client engagement

    Provide clients with the information they need, when they need it, with customisable reporting. Enhance the client experience with engaging reports tailored to individual needs.

How we support you

FE Analytics

Enhance your efficiency and outcomes with our end-to-end research tool. From initial risk profiling all the way through to ongoing monitoring, FE Analytics brings all of the data and analysis that you need into one integrated system.

  • Accurately assess clients' attitudes to risk
  • Access whole of market fund data in one place
  • Produce compelling custom reporting
  • Compare 85+ MPS providers


How we're helping advice firms enhance their investment research

I’m a regular user of the FE Analytics system and it has become an integral part of the way that I conduct my business, both for fund research and during client interviews. The system is highly sophisticated, but intuitive and easy to use at the same time. FE Analytics is a brilliant tool that is well worth the annual subscription fee when you compare that to the amount of business the system has enabled me to win, service and retain.

Fidra Wealth Management


Fidra Wealth Management

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2024 Financial Adviser Survey: Accelerating through change

With Consumer Duty and AI bringing major developments to the advice industry over the past year, our 2024 Financial Adviser Survey provides key insights on how financial advisers are responding to these regulatory and technological changes to improve their business and enhance outcomes for their clients.

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Speak to one of our specialists to see how we can help enhance your advice process
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