An FE fundinfo Company
Whether you're looking for a tool that provides qualitative research and portfolio insights to better inform client portfolio creation; a single system for all your fund research, portfolio construction, analysis, risk profiling and client reporting; or a way to compare and demonstrate the benefits of switching a client’s super, pension or investment fund to maximise their wealth in retirement - we have the solution for you.
We offer best of breed solutions which efficiently inform your advice offering, freeing you to keep your clients focused on their long-term financial goals while navigating uncertainty.
Mosaic is our flagship research and portfolio insights platform, giving you the ability to access our leading fund manager research, create your own portfolios and compare, filter and analyse investment solutions to meet the changing needs of your clients.
FE Analytics is a robust investment research and analysis tool powered by FE fundinfo’s enriched, ISO-accredited fund data with thousands of data points updated daily. Whether you’re a financial adviser, fund manager or asset consultant, FE Analytics gives you access to whole of market fund data and market-leading analytical functionality to help you differentiate your offering, improve operational efficiencies and demonstrate your value to clients.
Chant West's Super Switching Tool is Australia’s premium super fund comparison tool trusted by advisers to compare and demonstrate the benefits of switching a client’s super, pension or investment fund to maximise their wealth in retirement. This tool is built on Chant West’s comprehensive, high-quality data and research of more than 350 super, pension and investment products.
To book a demo or a free 14-day trial of any of our investment research and portfolio tools,
submit an enquiry and one of our team members will be in touch with you shortly.