Adviser solutions | Investment Data, Knowledge and Analysis for advisers

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

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Key Benefits

Assisting your clients with investment decisions, demonstrating regulatory compliance in your investment process, providing clear reporting and truly adding value to your investment proposition can be hard.

We've provided solutions to financial advisers for over 20 years to make it easier.

Research and review clients’ investments

Develop a repeatable process, saving you time

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Invest clients’ assets

Analyse the validity of your recommended approach and make the right investment decisions

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Connect with clients and manage your data

Customise the outputs of your advice

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Training and support

Learn how to maximise the tools you have

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Helping you research and review clients’ investments

Through our investment research and benchmarking tools, you can:

Helping you invest clients’ assets

We support a variety of investment methods and styles to suit all advisers and clients.

Helping you communicate and report to your clients

Numerous reports are available for displaying portfolio data to your clients:

Training and support

Ongoing support and training is available to help businesses get maximum value from their investment in our services.

FE Analytics+ is first and foremost a powerful research and investment solution. Sitting at the heart of many advisory firms’ investment processes it helps advisers create and run their own Centralised Investment Propositions, offers a range of model portfolios, helps advisers to demonstrate the suitability of their investment advice and communicate that advice to clients in an easy to understand format through jargon free reporting.

Over 80% of the top 100 Financial Adviser firms in the UK use FE Analytics + to power their investment advice and help clients make better investment decisions.

Don't just take our word for it

"With great adviser solutions, back-up service and technical help, I would recommend FE to any professional financial services firm that needs to monitor and control the use of investment funds."

Director / Compliance officer, Scott Moncrieff Wealth Management Ltd.