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Win new business

Quickly and easily model your prospects' current investment situation and optimise your own proposed investment solution. Create instant fund and portfolio comparison reports to demonstrate the value of your proposition side-by-side against their existing investments. Use our Investment Forecaster to compare the projected returns of their current portfolio against your suggested investment model. Create professional, branded reports to present to your prospect.

 

 

Manage your existing clients

Easily monitor portfolio returns and get alerted on any significant changes to the underlying investments. Demonstrate the value of your investment advice using our Dynamic Portfolio Tool to show ‘what if’ scenarios. Ensure you have a fully compliant process by saving an audit trail of all your research and historical portfolio changes to your client.

 

Meet your best interest duty

Quickly and easily model your clients existing and prospective portfolios to illustrate your clients' position in various investment scenarios, and to demonstrate that you are providing appropriate advice and prioritising their best interest.

Browse over 15,000 instruments including Managed Funds, ETF's, LIC's, ASX Securities, Investment Bonds, SMA's, superannuation (including industry super funds) & retirement income.

Access original fund documentation, including fund factsheets and product disclosure statements. Supplement your research with fund, manager and sector factsheets that include quartile performance, volatility and peer comparisons to help you make a more informed decision about any investment. Analyse performance, ratios, holding information and risk using our huge range of sophisticated charting and analysis tools. Compare any instrument against any other to understand, for example, the effect of proposed changes to a portfolio or whether a fund is really outperforming its benchmark. Build buy lists and portfolios containing funds, equities, sectors, indices, currencies and assets.

Factor in historic fund swaps, rebalancing and adviser charges, allowing you to show the value of your advice and 'what if' scenarios. Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. Compare any instrument against any other so you can understand the effect of proposed changes to a portfolio or whether a fund is really outperforming his benchmark or peers.

Refine fund selections with our trusted ratings including FE fundinfo Crown Fund Rating, FE fundinfo Alpha Manager Rating and FE fundinfo Risk Score to quickly find the best funds in the market. Use sophisticated charting and analysis tools to analyse performance, ratios, holding information and risk. 

Use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. All charts, tables and reports can be exported to PDF or MS Excel and include the ability to add your own custom settings. Every PDF output can include your company’s logo and disclaimer to have a personal and consistent style for your clients. Our Custom Report Builder enables you to choose from 150 data fields to tailor a table report to your exact requirements. We provide unlimited storage of all your research in our archive for you to recall previous work and even refresh.

FE Analytics houses the first and only SMA universe in Australia and enables financial advisers to research and compare SMA's using independent, accurate and trusted data.

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