{"id":13217,"date":"2026-06-18T13:36:09","date_gmt":"2026-06-18T13:36:09","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=13217"},"modified":"2026-06-18T13:36:51","modified_gmt":"2026-06-18T13:36:51","slug":"analyse-assets","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/analyse-assets\/","title":{"rendered":"Analyse Assets"},"content":{"rendered":"\n<section id=\"hero-block_57ae7846a739d1dd1962c11224adc408\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_57ae7846a739d1dd1962c11224adc408\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-1920x1120.jpg\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-1920x1120.jpg 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-300x175.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-1024x597.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-768x448.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-1536x896.jpg 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-2048x1195.jpg 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-640x373.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Header-image-1440x840-1-1200x700.jpg 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push left-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">Tools to power advice<\/p>\n\n      \n        <h1 class=\"hero-title\">Analyse Assets<\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>Powerful fund research and portfolio insight, built into your platform<\/p>\n\n        <\/span>\n\n      \n      \n      \n        <div class=\"button-wrapper\">\n\n          <a class=\"button\" href=\"https:\/\/digital.feprecisionplus.com\/Novia-Financial\" target=\"_blank\">Launch the tool<\/a>\n\n        <\/div>\n\n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n<section id=\"signposts-block_1bbfdbd69d1c5297d4bd4a8a3940c0d7\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_1bbfdbd69d1c5297d4bd4a8a3940c0d7\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<h2>Make more informed investment decisions, demonstrate robust due diligence and bring your client portfolios to life.<\/h2>\n<p>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.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"1372\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1024x686.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1536x1029.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1200x804.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/laptop-analyse-assets-1920x1286.png 1920w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_42d9f61161121d3812eecf26937b7268\" class=\" signposts black signpost-bg-transparent\" id=\"signposts-block_42d9f61161121d3812eecf26937b7268\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Why use Analyse Assets?<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Save-time.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Save time and reduce duplication                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Avoid switching between systems or repeating work. Our fund research tool is integrated into the platform, meaning there\u2019s no need to re-enter portfolios into external tools.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_support-review-and-advice.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Support reviews and ongoing advice                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Keep portfolios aligned with client objectives. Analyse existing holdings quickly, create updated reports for annual reviews and adjust portfolios with confidence.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_strengthen-due-diligence.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Strengthen your due diligence                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Demonstrate a clear and auditable investment process. Review fund data and performance, download supporting documents and generate evidence-backed reports.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_improve-client-engagement.png\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Improve client engagement                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Help clients better understand their investments by showing what\u2019s \u2018under the bonnet\u2019 of their portfolio.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"accordion-block_ed45dd189fa0b9ca8b30fdda41849445\" class=\"accordion transparent\"  >\n   \n  <div class=\"row content body-push\">\n\n    <div class=\"grid\">\n\n      <div class=\"content\">\n\n        \n        \n          <h2 class=\"section-title\">Key features<\/h2>\n\n        \n        \n      <\/div>\n\n    <\/div>\n\n    \n\n    \n    \n      \n      \n        <div class=\"accordion\"> \n\n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-0\" aria-expanded=\"false\" aira-controls=\"tab-0\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Integrated-fund-research.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Integrated fund research<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Access comprehensive fund data pulled directly from your selected portfolio.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-0\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>View fund information (ISIN, sector, objective, risk profile)<\/li>\n<li>Analyse performance with cumulative, discrete and calendar views<\/li>\n<li>Direct access to practical documents including factsheets, KIIDs and bulk PDF downloads<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-1\" aria-expanded=\"false\" aira-controls=\"tab-1\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Portfolio-scan.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Portfolio scan<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Turn a portfolio into a professional, personalised report in seconds. Ideal for client meetings, suitability reports and ongoing reviews.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-1\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Portfolio composition and asset allocation<\/li>\n<li>Fund performance and risk information<\/li>\n<li>Top underlying assets within funds<\/li>\n<li>Customise the time horizon and add commentary (e.g. rationale for fund selection)<\/li>\n<li>Branding with your firm logo<\/li>\n<li>Export as a PDF for clients<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-2\" aria-expanded=\"false\" aira-controls=\"tab-2\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Fund-comparison-tools.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Fund comparison tools<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Assess and compare investment options with ease.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-2\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Compare up to four funds side-by-side<\/li>\n<li>View performance charts and tabular comparisons<\/li>\n<li>Support fund selection and recommendation decisions<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-3\" aria-expanded=\"false\" aira-controls=\"tab-3\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_charting-and-visualization.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Charting and visualisation<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Create clear visuals to support your advice.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-3\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Chart performance across selected funds<\/li>\n<li>Use in adviser discussions and client presentations<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-4\" aria-expanded=\"false\" aira-controls=\"tab-4\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics-150x150.jpg\" class=\"icon-size\" alt=\"row accordion icon\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics-150x150.jpg 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics-300x300.jpg 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics-1024x1024.jpg 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics-768x768.jpg 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics-640x640.jpg 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/06\/Tools-pages-assets_0626_Seamless-FE-Analytics.jpg 1042w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Seamless FE Analytics integration<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Already using FE Analytics? Take your analysis even further.            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-4\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <ul>\n<li>Export selected funds and weightings directly<\/li>\n<li>Continue deeper analysis without rekeying<\/li>\n<\/ul>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n      <\/div>  \n        \n      \n      \n  \n  <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_436f880fbfff3b019ff2635192fdd8c3\" class=\" signposts bg-pattern-1 signpost-bg-transparent\" id=\"signposts-block_436f880fbfff3b019ff2635192fdd8c3\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">How to access<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-3 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"_blank\">\n    <article class=\"single-signpost transparent stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                1\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    During new business                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ol>\n<li>Create a new wrapper<\/li>\n<li>On section five, you\u2019ll add assets (funds, model portfolios or cash)<\/li>\n<li>Once you\u2019ve done this, click the \u2018Analyse Assets\u2019 button<\/li>\n<li>You can then view fund research based on the assets and allocations selected<\/li>\n<\/ol>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        Log in                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"_blank\">\n    <article class=\"single-signpost transparent stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                2\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    For existing clients                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ol>\n<li>Select an investor and then the wrapper<\/li>\n<li>Click the \u2018research tools\u2019 drop-down menu and select \u2018Analyse Assets\u2019<\/li>\n<li>You can then view fund research for the assets and allocations of the chosen wrapper<\/li>\n<\/ol>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        Log in                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/digital.feprecisionplus.com\/Novia-Financial\" target=\"_blank\">\n    <article class=\"single-signpost transparent stat-active\" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n            <h3 class=\"stat\">\n                \n                3\n                <sup><\/sup>\n            \n            <\/h3>\n\n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    For standalone research (not linked to a client)                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ol>\n<li>From the Adviser Zone homepage, click on \u2018Research Tools\u2019 then \u2018Fund Research\u2019<\/li>\n<li>You can then analyse funds independently of a client portfolio<\/li>\n<\/ol>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button white\">\n                        \n                        Launch the tool                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_62a63ce9fa0a1a4471d410738fb26264\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_62a63ce9fa0a1a4471d410738fb26264\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-50-50\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Discover our other tools<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><span class=\"TextRun Highlight SCXW158716806 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW158716806 BCX0\">Our comprehensive range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.<\/span><\/span><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"button-wrapper\">\n\n\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/\" target=\"_blank\" class=\"button black\">Explore<\/a>\n\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1716\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-scaled.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-scaled.png 2560w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-300x201.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1024x687.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-768x515.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1536x1030.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-2048x1373.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-640x429.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1200x805.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Laptop_Tools_Wealthtime_Platform-1920x1287.png 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":23,"featured_media":0,"parent":264,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-13217","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Analyse Assets - Advisers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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