Analytics Stats

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

20k Correlation Tables

91k price Tables

96k Factsheet Tables

266k ratio Tables

300k Custom Tables

1.3m Performance Tables

You created 2.1m Tables in 2024

78,000

ATRQs created

900

hours of videos viewed on our Analytics YouTube Channel

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

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Integrations

Integrations

3rd Party

3rd Party

FE CashCalc

FE AdviserAsset

A Fully Integrated Advice Journey

FE Analytics

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 to where your client data is stored and managed

Back Office (CRM)

Integrations to where your client investments are held and traded

Platform & Custody

Sophisticated forecasting and client data sourcing applications

Cashflow & Client Portal

To evidence the reasons why your solutions have been selected

Platform & Charge Comparisons

A solution to manage and assess your clients investments

Research & Analysis

With 2024 now behind us; What Does Your Tech Stack look Like in 2025?

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Show Me What FE Analytics Can Do...

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

Connecting advisers with the critical asset management data needed to drive efficient and compliant business processes

Nexus

One Integrated Ecosystem

Calculators

Save time using one of the 25+ financial planning and tax calculators and produce branded reports to evidence your research

Cashflow

Design sophisticated forecasts using the data from the CashCalc portal or utilising one of the many CRM/Platform integrations available

Client Portal

Quickly source the data you need for a cashflow using the CashCalc client portal; a digital bridge between you and your clients

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:

FE AdviserAsset

Platform & Charge Comparisons

• Consolidation/Switch Analysis
• Platform Due Diligence
• Charge Comparisons