Investment Research | Navigating Complexity with Confidence

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/> </svg> </span> </button> <div x-show="active == 2" x-transition:enter="enter" x-transition:enter-start="enter-start" x-transition:enter-end="enter-end" x-transition:leave="leave" x-transition:leave-start="leave-start" x-transition:leave-end="leave-end" class="c-mobileheader__sublist"> <div class="c-mobileheader__sublist-header"> <button class="c-mobileheader__sublist-header-button" x-on:click="back"> <span> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M15 18L9 12L15 6" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span>Back </button> <button class="c-mobileheader__open" x-on:click="toggle"> <span> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </button> </div> <div class="c-mobileheader__scroller"> <ul 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Enhance the client experience with engaging reports tailored to individual needs.</p> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <h2 class="c-intro__headline">How we support you</h2> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> FE Analytics </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> FE Analytics </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">FE Analytics</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Enhance your efficiency and outcomes with our end-to-end research tool. From initial risk profiling all the way through to ongoing monitoring, FE Analytics brings all of the data and analysis that you need into one integrated system.</p> </div> <div class="c-buttongroup mt-8"> <a href="/products/financial-advisers/fe-analytics" target="_blank" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Accurately assess clients' attitudes to risk</li> <li>Access whole of market fund data in one place</li> <li>Produce compelling custom reporting</li> <li>Compare 85+ MPS providers</li> </ul> </div> </div> </div> </div> </div> </section> <section class="c-block b-testimonial" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">WHAT OUR CLIENTS SAY</p> <h2 class="c-intro__headline">How we're helping advice firms enhance their investment research</h2> </div> <div class="mt-10 md:mt-12"> <div class="b-testimonial__wrapper"> <div class="b-testimonial__content" x-data="carousel"> <div x-ref="content"> <div class="b-testimonial__content-quote" style=""> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> I’m a regular user of the FE Analytics system and it has become an integral part of the way that I conduct my business, both for fund research and during client interviews. The system is highly sophisticated, but intuitive and easy to use at the same time. FE Analytics is a brilliant tool that is well worth the annual subscription fee when you compare that to the amount of business the system has enabled me to win, service and retain. </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/szjldvf3/fidra-2.png" alt="Fidra Wealth Management"> </div> <div> <p class="c-avatar__name">Principal</p> <p class="c-avatar__info">Fidra Wealth Management</p> </div> </div> </div> <div class="b-testimonial__content-quote" style="visibility: hidden;opacity: 0;"> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> FE Analytics is much more advanced than many competitor fund research products. With system updates on a daily basis we are able to more closely watch market trends and react a lot faster. Furthermore, all investments can be amalgamated to give us a complete view of our clients’ holdings and allow us to better advise our clients. </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/lk1nwrsg/perspective-2.png" alt="Perspective Wealth Management"> </div> <div> <p class="c-avatar__name">Senior Research Analyst</p> <p class="c-avatar__info">Perspective West Ltd</p> </div> </div> </div> <div class="b-testimonial__content-quote" style="visibility: hidden;opacity: 0;"> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> FE Analytics has become a key component in our advice process. We are now slicker and more efficient in our fund research, preparing for client reviews or preparing for initial meetings with prospects. We are also now able to produce high-quality portfolio reports with our own logo at the touch of a button, which help our clients better understand the value of our advice. </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/p0ppehxj/ml-4.png" alt="ML Financial"> </div> <div> <p class="c-avatar__name">Practice Manager</p> <p class="c-avatar__info">ML Financial Associates</p> </div> </div> </div> </div> <div class="c-controls b-testimonial__controls"> <button class="c-controls__prev" x-on:click="prev()"> <svg viewBox="0 0 40 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M36.8055 9.99989H3.19434M3.19434 9.99989L9.99989 16.8054M3.19434 9.99989L9.99989 3.19434" stroke="white" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> <span x-html="String(active + 1).padStart(2, '0')">01</span> </button> <div class="c-controls__timeline"> <div class="c-controls__timeline-scrubber" x-ref="scrubber"></div> </div> 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