Award winning investment research and financial planning tools

Powerful data, knowledge and analysis that helps you make better and more informed investment decisions for your clients

If you’d like to learn more about our services for advisers, you can speak to one of our experts on +44 2045 185 365. 


Designed around your investment advice process


Through our investment research and benchmarking tools in the award winning FE Analytics, you can research your clients’ investments, recreating portfolios and assessing performance and volatility against a number of benchmarks and measures.


Calculate costs and charges with ease


Whether you need to calculate reduction in yield of a client’s pension portfolio, or report on a pre-sale ex-ante costs and charges figure, our intuitive calculators, built within FE Analytics, helps you do it with ease, demonstrating the value of your advice to clients.

Streamlined investment advice process


Our risk profiler, Investment Planner is customisable to the investment proposition of your firm enabling you to risk profile your clients, assess their capacity for loss and map their needs to specific investment choices.

Stay compliant


FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of.

Speak to one of our experts about our services for advisers