FE Analytics

[melanie.meadwell]

Integration overview

This integration allows you to export Xplan portfolios to FE Analytics in order to use its analysis and reporting functionality.  Iress do not charge for this service but an FE Analytics license is required. 

• Integration overview
• Integration summary

Integration summary

FE Analytics facilitates better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and act on trusted information.

Software type: Analytics / Research

Locale: Australia, UK

Contact details for integrator: 

email: enquiries@fefundinfo.com

telephone: 0207 534 7600

Website for integrator: https://www.fefundinfo.com/

Description provided by the integrator:

FE Analytics is a one-stop shop for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. Having your complete research toolkit available in a single resource provides you with more time to focus on generating new business and managing your existing client base.

Research:

• Browse over 300,000 instruments including UT & OEICS, ITs, Offshore, Onshore and DFMs to shortlist funds based on your suitability criteria
• Supplement your research with fund, manager and sector factsheets that include quartile performance, volatility and peer comparisons
• Research from a full range of index and sector benchmarks
• Build buy lists and portfolios containing funds, equities, sectors, indices, currencies and asset classes
• In-depth factsheets not only for funds but also equities, fund sectors and even fund managers to help you make a more informed decision about any investment.
• Review the performance of discretionary fund managers and managed portfolios Providers
• Access to original fund documentation including fund factsheets, annual reports, prospectuses and KIIDs

 Setup instructions

In Xplan: 

• If you manage your own site: Please review Pre-Requisites under the user guide then contact your Account Manager. We will need to run a setup process to enable this integration.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf. If you are a site administrator please contact us as above.
• If you outsource your site administration to Iress:  This integration has been enabled. Please contact your Iress Account Manager who will be able to raise the necessary request for access. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

There is no set up needed at FE Analytics side.

The User Guide can be found here

A video of the integration in action is below: