Investment Process Tool | FE Invest for Advisers

Streamline your approach with our Guided Investment process

Ensure total peace of mind for both you and your clients by using our guided investment process tool, Wealth Manager.

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Overview

Wealth Manager has been developed to capture all the information you need to recommend an appropriate FE Invest portfolio based on a client’s risk appetite and financial objectives. (Please note: the tool is currently only available through FE Invest)

Built to run seamlessly in FE Analytics*, Wealth Manager guides you and your client step by step through the investment decision making process. It also creates an automatic paper trail, helping you to demonstrate that all due diligence has been carried out and leaving more time for you to focus on growing your business. *Separate FE Analytics subscription required.

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The 6 steps

Step 1 – Select clients

Perfect for new or current business, simply create a new client or integrate existing clients to begin.

Step 2 – Assess attitude to risk

Comprehensively assess risk appetite, capacity for loss and record amendments to your client’s risk profiles.

Step 3 – Portfolio recommendation

An appropriate risk targeted portfolio is recommended based on all information captured.

Step 4 – Portfolio report

The portfolio is automatically assigned to the client for later reviews or for further analysis and comparison in FE Analytics.

Step 5 – Produce client report

Generate client friendly, jargon free reports at the click of a mouse to leave your client satisfied and reassured in the choices you’ve made.

Step 6 – Invest on platform

Finally, select the recommended portfolio on the platform and invest.

Don't just take our word for it

"When we looked at the time and resources that we were putting into investment process management, we just didn’t have the time to do what FE are doing for us. And we didn’t have that kind of access to fund managers. They’ve saved us a significant amount of time in putting portfolios together. And we now have more time to focus on other activities."

Alex Reynolds, Advies Private Clients

See case studies