Analyse and report on the HSBC model portfolios using FE Analytics

Why use FE Analytics? 

FE Analytics is an award-winning solution for comprehensive fund research, portfolio modelling and client reporting.

The solution currently helps many financial adviser firms generate new business, provide better client service and remain compliant whilst keeping costs down.

FE Analytics enables you to have a holistic view of your entire investment propositions, with over 30 integrations to choose from, you can easily plug into your respected partner and back-office systems, analyse and report on portfolio performance.

What can the MPS directory offer you?

The FE Analytics Model Portfolio Service (MPS) provider directory gives you access to all of the underlying holdings data of the model portfolios your clients are invested in, allowing you to integrate this information into your due diligence, portfolio selection and reporting.

The data is collected straight from the model or discretionary provider, ensuring it’s both up-to-date and accurate. And you can monitor changes to the portfolio, enabling you to check that it continues to meet your clients’ risk levels.

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