Financial Adviser Tools | FE FinXL for Advisers

Tools to help Financial Advisers harness the true power of asset data and analytics

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FinXL is a powerful and dynamic data extraction and reporting tool that operates at the heart of your business. Combine FinXL with FE Analytics and you will uncover the most powerful combination of comprehensive asset data and market leading analytical functionality available in the UK.

Combine FinXL with FE Analytics and you will uncover the most powerful combination of comprehensive asset data and market leading analytical functionality available in the UK.

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Overview

Keep your data fresh

Combined with Microsoft technologies, FinXL allows unrivalled creation, editing and refreshing of reports to provide you with the latest data, ready for manipulation and analysis in Excel.

Add value with flexible reporting

FinXL reports are customisable, enabling you to select the best data and choose how you want it to be displayed.  Multiple reports can be created side by side, so you can produce the ones you need and easily refresh them with a single click.

Key Benefits

Easy integration

  • To get started, all you need is Microsoft Excel, a handful of pre-requisites (installed as part of the package) and access to the internet.
  • Easily integrates with your own data sources and templates to populate any existing reporting formats.

Key features

  • Search functionality for finding funds by ISIN, Sedol, Mex and other codes
  • Ability to obtain a breakdown of a fund’s assets, regions and top 10 holdings
  • Historical performance data with ranking
  • Series Returns data for user specified dates
  • Ability to rebase in a number of currencies
  • Investigation of funds through ratios such as Alpha, Beta, RSquared and others