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.
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.
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
Please contact your Iress representative (Account Manager/Executive) to arrange setup. There are activities that need to be co-ordinated by Iress and FE Analytics to enable the integration.
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