Efficiencies in distribution
Our MPS data dissemination service makes it easy for DFMs to distribute data, literature and other essential information relating to their model portfolios. This improves the accuracy and recency of the portfolio information in the marketplace and helps DFMs scale their offering. We can also distribute portfolio data to third party providers, back-office systems and platforms.
The service takes advantage of our ISO certified data distribution systems ensuring you have a single, clean and accurate source for all your model portfolio data. This means you can be confident your clients are seeing correct data and there are no discrepancies thereby protecting your reputation.
All data, literature and reporting is verified before being distributed, reducing your administrative burden and ensuring you remain compliant with externally driven regulation.
Differentiate your proposition
Our unique service helps you differentiate your proposition in a crowded marketplace. It enables you to directly access over 3,000 adviser firms that use FE Analytics for research and selection of funds.
In turn, you could increase your assets under management by helping your clients demonstrate the value of your portfolios to investors and building trust through openness and transparency.
Stay in control
You remain in full control of your data. With the dedicated DFM administration page, you can choose which advisers get access to your data and literature.
The driving force behind launching this service was to improve transparency in the model portfolio service marketplace. We now have 50 MPS providers using the service and making their portfolio data and information on their services available to Financial Advisers via the MPS Directory.
By partnering with us you can position your business alongside the other market-leading DFMs that have embraced the trend towards transparency and information sharing.
A proven audience
FE Analytics is used by 80% of advisers that consume third-party research for fund picking or building in-house solutions* and over a third of all UK investment intermediaries. Our Adviser clients tell us that they use a variety of investment options within their investment proposition and around 70% use a DFM in some capacity. By making your model portfolio data available via our MPS Dissemination service, you can reach up to 9,000 people logging into FE Analytics every day.
*Platforum Report: UK Fund Distribution: The Influence of Research Agencies, January 2017
We can also support you with factsheet production and web-tools to allow you to demonstrate the value of your proposition to existing clients and new prospects.
FE fundinfo Ratings
Independent fund ratings trusted by advisers and investors.
Use our set of simple, reliable and independent ratings to help fund selectors, financial adviser and investors compare funds.
FE Analytics is at the heart of many advisers’ Centralised Investment Process. Use the tool to research your company’s funds to see where they stand in the market.
FE Analytics FinXL
Our powerful plug-in enables you to extract up-to-date fund data into Microsoft Excel. Combined with the award-wining FE Analytics, you can effortlessly analyse that data, and create reports.