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
Invest clients’ assets
Analyse the validity of your recommended approach and make the right investment decisions
Connect with clients and manage your data
Customise the outputs of your advice
Training and support
Learn how to maximise the tools you have
Helping you research and review clients’ investments
Through our investment research and benchmarking tools, you can:
Guide a client through the investment process*
From start to finish; assess their risk, match an optimum asset allocation and select the most appropriate investments from our model portfolio service. Audit trail functionality and tools help you evidence robust investment research and suitability.
* only available through FE Invest
Helping you invest clients’ assets
We support a variety of investment methods and styles to suit all advisers and clients.
Outsourced model portfolios (discretionary or advisory)
Our Q2 investment process has created a suite of active, hybrid and income risk optimised model portfolios. Pre-built portfolios save time and the ongoing monitoring is done for you.
Investment research and fund selection
Our tools – which support
This means you can tailor your investment approach according to your own, and your client’s, preference and truly analyse the validity of the approach you recommend.
Helping you communicate and report to your clients
Numerous reports are available for displaying portfolio data to your clients:
Standard and customisable reports
There is a wide choice of report layouts available, as well as our Custom Report Builder tool, which allows you to build your own bespoke reports. You can filter by performance characteristics, ratios, factsheet characteristics, pricing and general information, attributes and platform availability.
Online investment data feed
Can be customised to match your brand, fund range and investment messages so that you can deliver powerful data solutions to your website for your clients. These tools allow you to empower your clients to view fund information (including your own model portfolios), compare and select funds, and access a wide range of original documents – factsheets, KIIDs and prospectuses.
Promote your model portfolio service to Financial Advisers
If you run your own model portfolios and use other Financial Advisers to distribute these, you can do so through FE Analytics via the FE Transmission service which allows advisers to access model portfolio data at a holdings level to conduct objective due–diligence and comparisons.
Training and support
Ongoing support and training is available to help businesses get maximum value from their investment in our services.
Training and support
Through the FE Academy we offer training and ongoing support for our clients. Customised to the needs of advisers and paraplanners, our modular training options support the priorities of individuals and how they need to use the solutions. Delivered online by our specialist Training Team, you can choose the modules that meet your needs.
Dedicated account management
Ongoing day to day support is provided by live chat and a dedicated Account Manager supports the priorities of individuals and how they need to use our solutions
Networking and learning opportunities
Regular Investment Forums facilitate further learning and networking opportunities, as well as education events, webinars, videos and self-help guides.
Knowledge and thought leadership
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.