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.
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.
So much more than just a research tool, FE Analytics has evolved to support an advisers' complete investment proposition.
Watch the video to learn more.
Not all FE Analytics features are available in Australia.