An FE fundinfo Company
FE Analytics is a single tool for fund research, analysis, portfolio construction, due diligence and ongoing monitoring. Analyse investment solutions, increase efficiency, and demonstrate the value of your investment propositions to your clients.
Watch these video tutorials to learn more about the powerful functionality of this great tool:
Find funds using various search methods.
Find the funds that meet yours and your client's specific criteria.
Create a custom instrument which can be used as a normal fund within the FE Analytics platform.
Quickly and easily create short, medium or long reports.
This video will take you through the various search methods and instrument selection types.
Create a standard performance table quickly and easily.
Create a static performance chart from scratch.
Import a list of funds using APIR / SEDOL / CitiCodes, and more, in the click of a button.
Create a basic portfolio using the portfolio builder tool with custom weightings and instruments.
Create a historic portfolio which takes into account investment adjustments over time.
Create a Custom Table presenting only the information you need.
Merge the custom fields created in the video "Custom Table #1" into a table in a few simple steps.
Customise your raw data after establishing a link between Excel and FE Analytics.
Create a Custom Table presenting only the information you need.
Merge the custom fields created in the video "Custom Table #1" into a table in a few simple steps.
To learn more or to book a demo, submit an enquiry and one of our team members will be in touch with you shortly.