FE Analytics
By FE fundinfoAnalytics
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From £1 per user per month
- Listed since
- 2023
About FE Analytics
Unparalleled Investment Data
FE Analytics is a leading investment research and analysis tool key to the success of UK fund distribution through intermediaries and financial advisers.
At the heart of many financial advisers’ Centralised Investment Process (CIP) with 84% of the top 100 advisers in the UK using FE Analytics, you’re able to see through the eyes of the adviser and in turn, inform how you can strategically differentiate your offering in a crowded marketplace.
Our built in market intelligence tools also give you the ability to track competitor movements in performance, ratings and significant capital events.
Highlights
- More than 3,900 adviser firms use FE Analytics for their own research. View how your funds are being represented, find out how advisers analyse and sort prospective investments, and learn how to present your funds in the best light using our research tool
- Access more than 300,000 investment instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIDs/KIIDs.
- Set up alerts to track competitor activity and compare funds on factors such as performance and ratings, conduct bulk fund comparisons, and track market trends with market movement reports.
- Define your peer group by sector, objective, size, minimum investment, legal structure and investment style to support ‘Assessment of value’ reporting Compare against performance, costs (including Ex-ante), target market, holdings, breakdowns and pricing
Screenshots
Pricing
Paid, from £1 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | £1 per user | Monthly |
Compatibility
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 27, 2023
- Industries
- Financial Services
- Languages
- English
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