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FE Analytics
by FE fundinfoSalesforcePaid
Analyzes investment funds and market activity within Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
FE Analytics provides investment research for financial advisers and intermediaries. It covers more than 300,000 investment instruments and associated documents, including factsheets, annual reports, prospectuses and KIDs/KIIDs. The tool supports fund comparisons, peer group creation, competitor activity alerts and market movement reporting. Comparisons can cover performance, costs, target market, holdings, breakdowns and pricing.
Key capabilities
from the Salesforce AppExchange listingInvestment research
Provides access to over 300,000 instruments, including unit trusts, OEICs, investment trusts, pension funds, ETFs and VCTs.
Fund document access
Includes factsheets, annual reports, prospectuses and KIDs/KIIDs for investment research.
Competitor monitoring
Tracks competitor changes relating to fund performance.
Fund comparisons
Supports comparisons of multiple funds using measures such as performance, costs, target market, holdings, breakdowns and pricing.
Peer group creation
Supports peer groups based on investment characteristics such as sector, objective, fund size, minimum investment, legal structure and investment style.
Market movement reports
Provides alerts about competitor activity and reports on market movements.
Who it's for
For financial advisers and intermediaries involved in UK fund distribution.
In the catalog
332 plugins in Salesforce Platform · Analytics
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«FE Analytics is a leading investment research and analysis tool key to the success of UK fund distribution through intermediaries and financial advisers. At the heart of many financial advisers’ Centralised Investment Process (CIP) with 84% of the top 100 advisers in the UK using FE Analytics, you’re able to see …»