FE Analytics+ combines the award-winning FE Analytics with a wealth of additional solutions to support Advisers in running their businesses and helping their clients be better informed.
But don't just take our word for it... Scroll down to find out how and why thousands of your peers rely on our expertise to build their investment proposition and power their investment advice.
Working together
BUILD YOUR BUSINESS ON OUR EXPERTISE
Empowering you to focus on financial planning by providing robust investment expertise and portfolio management
''We are delighted with the innovative approach and use of technology FE's Model Portfolio Service provides to meet our needs. Their willingness to adapt and continually improve has resulted in both an enhanced service and cost saving for our valued clients.'' - Lewis Brownlee Financial Services
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DEMONSTRATE THE VALUE OF YOUR ADVICE
Helping you win new business with tools to research, analyse and compare client portfolios
''FE has been life changing in the way we now prepare for client meetings: whether it's assessing the appropriatenesss of an existing portfolio or comparing a recommendation with the client's existing arrangements. FE Analytics has made business safer, more productive and will only stand us in good stead.'' - One Financial
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STREAMLINE YOUR INVESTMENT PROPOSITION
Establish investment suitability with ease, using our new end to end investment process
''The investment planner has given us the solution we have been waiting for, for a long time. It brings all steps and processes together from the attitude to risk questionnaire, capacity for loss, asset allocation, risk banding to the investment solution. It allows us to service all clients with all suitable investment solutions within a single software solution.'' - Herbert & Webster
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EDUCATE AND INFORM YOUR CLIENTS
Demystify investments for clients with jargon-free, custom built, traditional and digital reporting options
''The output generated in both graphical and tabular format is also very impressive. FE Analytics is a brilliant tool that is well worth the annual subscription fee when you compare that to the amount of business the system has enabled me to win, service and retain. I've saved a lot of time on a day to day basis as well.'' Fidra Wealth Management
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CONTACT US
Speak to us today to find out how we can add value to your business.