Case Studies

Quill Group Financial Planners' Director Mark Beveridge loves his FE Analytics subscription. As part of the evidence gathering process needed in this new era of Best Interest Duty, he believes there are few products that come close to the functionality of FE Analytics.

Australian Financial Advisers explain how they use FE Analytics for portfolio construction.

Customised, efficient and compliant factsheets, performance updates and quarterly summaries.

From data validation to design, and delivering information in a digestible format, we have taken the pain out of report production.

Performance comparisons, branded reports, ensuring compliance, improving business efficiencies and using latest technology are achievable with automated report production.

FE Precision+Digital - Helping Ausbil to connect their investors with their data.

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.

Rowan Dartington’s investment director Tim Cockerill has been using FE Analytics for more than ten years, describing it as absolutely integral to the day to day business of the firm.