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Tools to power advice

Analyse Assets

Powerful fund research and portfolio insight, built into your platform
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Make more informed investment decisions, demonstrate robust due diligence and bring your client portfolios to life.

Analyse Assets is our fund research tool, powered by FE fundinfo. It gives you everything you need to assess, evidence and present investment decisions, all without leaving the platform.

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Why use Analyse Assets?

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Save time and reduce duplication

Avoid switching between systems or repeating work. Our fund research tool is integrated into the platform, meaning there’s no need to re-enter portfolios into external tools.
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Support reviews and ongoing advice

Keep portfolios aligned with client objectives. Analyse existing holdings quickly, create updated reports for annual reviews and adjust portfolios with confidence.
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Strengthen your due diligence

Demonstrate a clear and auditable investment process. Review fund data and performance, download supporting documents and generate evidence-backed reports.
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Improve client engagement

Help clients better understand their investments by showing what’s ‘under the bonnet’ of their portfolio.

Key features

  • View fund information (ISIN, sector, objective, risk profile)
  • Analyse performance with cumulative, discrete and calendar views
  • Direct access to practical documents including factsheets, KIIDs and bulk PDF downloads

  • Portfolio composition and asset allocation
  • Fund performance and risk information
  • Top underlying assets within funds
  • Customise the time horizon and add commentary (e.g. rationale for fund selection)
  • Branding with your firm logo
  • Export as a PDF for clients

  • Compare up to four funds side-by-side
  • View performance charts and tabular comparisons
  • Support fund selection and recommendation decisions

  • Chart performance across selected funds
  • Use in adviser discussions and client presentations

  • Export selected funds and weightings directly
  • Continue deeper analysis without rekeying

How to access

1

During new business

  1. Create a new wrapper
  2. On section five, you’ll add assets (funds, model portfolios or cash)
  3. Once you’ve done this, click the ‘Analyse Assets’ button
  4. You can then view fund research based on the assets and allocations selected

Log in

2

For existing clients

  1. Select an investor and then the wrapper
  2. Click the ‘research tools’ drop-down menu and select ‘Analyse Assets’
  3. You can then view fund research for the assets and allocations of the chosen wrapper

Log in

3

For standalone research (not linked to a client)

  1. From the Adviser Zone homepage, click on ‘Research Tools’ then ‘Fund Research’
  2. You can then analyse funds independently of a client portfolio

Launch the tool

Discover our other tools

Our comprehensive range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.

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Call our team today

Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
contact for support

For Wealthtime platform queries, call
0345 680 8000

For Wealthtime Classic platform queries, call
03330 417 010