Whether you’re a financial adviser, fund manager or asset consultant, FE Analytics gives you access to whole of market fund data and powerful analytical functionality to help you differentiate your offering, improve operational efficiencies and demonstrate value to clients.Get started with a free trial
Access over 15,000 financial instruments across a large range of investment universes including managed funds, ASX securities, investment bonds, SMA’s, superannuation (including industry super funds) and retirement income. Data types include performance, pricing, ESG ratings, RG97 fees & costs and original fund documents including fact sheets, product disclosure statements, TMDs and more.
Choose from 150 data fields to tailor and customise your table report to your exact requirements, including custom font, colours, logos and other branding features.
FE Analytics is a web-based tool that can be accessed easily from any location. There's no need to install any software. It also integrates with most back-office systems which allows you to import any portfolios for analysis
Analyse investment solutions, increase efficiency, and demonstrate the value of your investment propositions to your clients. FE Analytics is a single tool for fund research, analysis, portfolio construction, due diligence and ongoing monitoring.
Access whole of market fund data, track competitor activity and communicate your value to investors. FE Analytics is a powerful investment research tool used by asset consultants and fund managers, offering a wide range of planning, modelling, analytical, reporting and presentation tools.
Build and track model portfolios and SMAs, and demonstrate the value of your proposition to current and prospective clients.
Compare instruments against each other to understand the effect of proposed changes, or to compare performance against a benchmark or peers.
Adjustable and interactive charting provides a bird’s eye view on how an instrument has performed under different economic conditions and at various timeframes.
Browse through an extensive list of financial instruments to shortlist funds, sectors or managers accordingly to your selection criteria.
Updated daily, our ISO-accredited data covers managed funds, ETF’s, LIC’s, ASX securities, investment bonds, SMA’s, superannuation, pension and annuities, ESG ratings, RG97 fees and costs, fact sheets, PDSs, TMDs and more.
Set automatic alerts to notify you of changes to fund documents.
To book a demo or access a free FE Analytics trial, submit an enquiry and one of our team members will be in touch with you shortly.
We have long been a user of FE Analytics and have always been impressed with its performance and functionality. The interface has always been user-friendly and the software's features have revolutionised the way we conduct asset allocation modelling, fund research, model portfolio building and fact sheet generation. It continues to save us a significant amount of time and effort. Whenever we’ve had a technical query or run into an issue their support team has always been quick to respond and incredibly helpful in guiding us to a solution.