FE Analytics

Felcorp's FE Analytics capability

FE Analytics software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support has over five years of specialised experience working within the FE Analytics platform for UK-based paraplanning and investment research engagements. Our teams are proficient in conducting fund research, building portfolio analysis reports, running risk profiling assessments, and supporting product recommendations using FE Analytics' comprehensive data tools. This depth of platform expertise enables our offshore paraplanners to produce well-researched investment analysis that supports your suitability documentation for UK advice cases.

Our teams conduct fund research, performance analysis, portfolio construction support, and risk profiling within the FE Analytics environment, delivering research outputs that underpin your advice recommendations and regulatory compliance.

What is FE Analytics?

FE Analytics, part of the FE fundinfo ecosystem, is a leading investment research and analysis platform providing access to over 300,000 investment instruments. It is widely used by UK independent financial adviser firms for fund research, portfolio construction, performance analysis, and risk profiling. FE Analytics integrates with the broader FE fundinfo Nexus platform to combine real-time portfolio analysis with cashflow planning capabilities.

Key modules and components

• Fund research and analysis across 300,000+ investment instruments
• Performance analytics with risk profiles and manager track records
• Portfolio construction and client-specific analysis tools
• Asset allocation guidance across 5 risk levels and 3 time horizons
• Investment planner with client risk assessment integration
• FE CashCalc integration for cashflow forecasting
• Custom report builder with 150+ data fields
• Attitude to Risk questionnaire and profiling
• Regulatory compliance support including Consumer Duty outcomes

For more information about FE Analytics, visit the official website at fefundinfo.com.