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Analytics Stats
David Scholes
Created on January 25, 2024
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2024 FE Analytics Usage
let's take a look at what our users loved last year...
An Incredible 5.7 million Analytics charts were created in 2024!!
2.2m Portfolio Scans
260k Comparison Reports
You created 2.1m Tables in 2024
1.3m Performance Tables
300k Custom Tables
266k ratio Tables
96k Factsheet Tables
91k price Tables
20k Correlation Tables
78,000
ATRQs created
900
hours of videos viewed on our Analytics YouTube Channel
Scan Here For A Free Tral!!
nexus launch
In November 2024 we launched nexus, that will help connect the asset management and wealth management industries with fully integrated FE fundinfo solutions
A Fully Integrated Advice Journey
As part of the nexus ecosystem, our FE fundinfo adviser solutions sit between your chosen platform and back office, providing all the tools required to complete your advice process
Integrations
Integrations
Research & Analysis
Platform & Charge Comparisons
Cashflow & Client Portal
Platform & Custody
Back Office (CRM)
A solution to manage and assess your clients investments
To evidence the reasons why your solutions have been selected
Sophisticated forecasting and client data sourcing applications
Integrations to where your client investments are held and traded
Integrations to where your client data is stored and managed
FE Analytics
FE AdviserAsset
FE CashCalc
3rd Party
3rd Party
With 2024 now behind us; What Does Your Tech Stack look Like in 2025?
Free Month Trial?
bdrnewsales@fefundinfo.com
www.fefundinfo.com
FE Analytics
Research & Analysis
Our market leading fund and portfolio analytical solution helps advisers justify the investment solutions being offered to clientsFE Analytics drives efficiencies in your advice process, surfacing the critical data you need when manging your client investments Harnessed by over 4000 advice firms to save time, win business and justify fees
- Research 300k+ Funds and MPS
- Sophisticated Reporting & ATRQ
- Compare Proposed Vs Existing Solutions
- CRM & Platform Integrations
Show Me What FE Analytics Can Do...
Nexus
One Integrated Ecosystem
Connecting advisers with the critical asset management data needed to drive efficient and compliant business processes
Save time using one of the 25+ financial planning and tax calculators and produce branded reports to evidence your research
Calculators
Quickly source the data you need for a cashflow using the CashCalc client portal; a digital bridge between you and your clients
Client Portal
Design sophisticated forecasts using the data from the CashCalc portal or utilising one of the many CRM/Platform integrations available
Cashflow
FE AdviserAsset
Platform & Charge Comparisons
Undertake your platform due diligence using our whole of market database to ensure the most suitable platform is chosen for your clients Run consolidation assessments to justify solutions based on the impact of their charges FE AdviserAsset is fully integrated within FE Analytics and delivers three core features:
- Consolidation/Switch Analysis
- Platform Due Diligence
- Charge Comparisons