Investment Reporting | FE Analytics

Clearly report your investment research and strategy

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Being able to analyse and research investments and financial instruments in a single tool is great, but you will also want to present your investment strategy and research to your clients in a way that suits their needs.

Overview

FE Analytics has a wealth of high-quality investment reporting and presentation tools which are flexible enough  to meet the varying sophistication levels of your clients.

  • One-click professional reporting
  • Unlimited storage archive
  • Your logo on all outputs

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Key Features

Powerful illustration

Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns.  Create instant fund and portfolio comparison reports to demonstrate the value of your proposition side-by-side with your clients’ existing investments.


Portfolio comparison report

A concise ‘reasons why’ document you can use to justify why a client should move from one portfolio to another.  All reports can be branded with your adviser company logo and disclaimer to ensure a personal and consistent style for your clients.


Custom portfolio report builder

Create a high quality report with everything your client wants to see, including performance, KIIDs, portfolio breakdown, etc.  Choose from 150 data fields to tailor a table report to your exact requirements.

Fund type analysis

Using Active List Pro, incorporate more than one investment vehicle onto a graph or tabular report to broaden your analysis and recommendations.


Flexible data management

All charts, tables and reports can be exported to PDF or MS Excel and include the ability to add your own custom settings.  Create dynamic links to any table in MS Excel and automatically refresh the data in your spreadsheet when connected to the internet.


Secure storage and retrieval

We provide unlimited storage of all your research in our archive for you to recall previous work and even refresh charts, tables and reports with the latest available data.

Don't just take our word for it

"FE Analytics has become an integral part of the way that we conduct our business, from fund research to client reviews. The system is sophisticated but very easy to use, and it saves us a lot of time. We find the portfolio scans and comparison reports very useful. The range of charting options is also impressive. The staff are friendly and always ready to help, overall an excellent service.“

Director, Whitman Fry Wealth Management Ltd

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