FE Analytics combines over 20 years of investment data collection expertise with cutting-edge software to help financial advisers and their teams create a robust investment proposition.
Track your own model portfolios / SMA's and factor in historic portfolio changes, rebalancing and adviser charges to show the value of your advice and 'what if' scenarios. Use a variety of data presentation tools to conduct portfolio comparisons and compare projected returns. Compare instruments against each other to understand the effect of proposed changes or to compare performance against a benchmark or peers. Set automatic alerts to notify you of changes to fund documents.
Please complete the form to arrange a live web demo of FE Analytics and to speak to one of our experts about the offer.
Alternatively, please contact Bruce Jenner at 0425 234 275 or
bruce.jenner@fefundinfo.com
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Profiles
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Financial Advisers
Profiles
Fund Managers
Fund Distributors
Insurance Companies
MPS Providers
Financial Advisers
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