An FE fundinfo Company
For over two decades, we’ve worked closely with advisers to understand their business and the needs of their clients; this wealth of experience is central to the design of our services and solutions
Our qualitative ratings and expert analysis on nearly 1000 investment products provides you with a consistently refreshed list of investment opportunities empowering more informed advice.
Our managed accounts help simplify your client portfolio management by blending the best of our investment research into a portfolio managed on your behalf.
We provide tailored, objective asset allocation strategy and advice to meet the asset allocation requirements of wealth managers, super funds and financial planning groups.
Our market-leading research and portfolio tools are trusted by advisers to inform their investment and advice decisions, support client service delivery, reduce risk and drive business efficiencies.
Gain instant access to high-quality, up-to-date fund data and documents via secure APIs and customised to your needs.
Our automated document production solution allows you to optimise the creation of fund fact sheets and TMDs and better engage with clients at scale.
Showcase your investment solutions and create an engaging investor experience with visually captivating and interactive web tools across your digital channels.
Mosaic is our flagship research and portfolio insights platform, giving you the ability to create your own portfolios and compare, filter and analyse investment solutions to meet the changing needs of your clients. Powered by our best-of-breed research program, Mosaic gives you access to a growing list of over 4000 managed funds, ETF’s, LIC’s and detailed qualitative research and ratings assessment reports on some of the industry’s major super funds.
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