Research & Analytics
Research every asset.
In one place.
Institutional-grade investment research and analytics, built for UK advisers. Then everything around it: fact-find, risk and portfolio analysis through to the finished client report, and a client portal your clients log in to. One platform, priced for an advice firm.
- Every asset, comparable. 476,000+ funds, trusts, ETFs and equities. Compare them side by side in watchlists and build them into portfolios in Portfolio Builder.
- Fact-find to finished report. Fact-find, risk, analysis and a branded client report in one flow. Hours saved on every client.
- Half the price of the market leaders. Double the features. £149.99 per user a month, every module included.
476,000+
assets covered, not a handful of funds
70
global exchanges for single-equity research
80%+
less time spent on investment research
£149.99
per user a month, every module included
"Every asset your clients hold. One search, one screen, one flat price."
WAy more than funds
Clients rarely hold funds alone. A legacy share certificate, an ETF held away, an investment trust bought years ago. Every one of them belongs in the picture before you make a recommendation.
Wealth Analytica covers the lot. 476,000+ instruments: every UK retail fund, every investment trust, every ETF, and single equities across 70 global exchanges. Research a client’s individual shareholding alongside the fund you are proposing to replace it with, in one view, on one screen.
See the analytics engineWAy simpler pricing
Research, look-through, equities, the proposal builder and branded reports all sit in the same subscription. You get the full depth of institutional research, priced for an advice firm.
We charge one flat price of £149.99 per user, per month, with every module included. No quotation process, no negotiated discount you have to fight for, no surprise line item when you run one more report. Transparent pricing that scales with your practice, not against it.
WAy faster research
Comprehensive analytics for every fund, MPS and stock in your universe, delivered with context, comparisons and the insight you need to make a confident recommendation. We cut investment research time by more than 80%.
Sector performance, peer comparisons, risk metrics, ESG ratings and cost analysis, contextualised for client conversations rather than academic papers. Then a branded report out the other side in minutes, not the rest of your afternoon.
WAy better, end to end
Research is one step. Wealth Analytica runs the whole client journey: the fact-find, the risk profile, the portfolio analysis, the proposal and the finished report, all from one client record. Nothing rekeyed between systems, nothing lost between steps.
Your clients get their own portal to complete the fact-find, sign documents and see their reports. You get hours back on every review, and a file that is ready when compliance asks.
See the full pipeline
Everything the research desk needs
One engine, the full job. Here is what runs under the bonnet.
Every asset, one search
Funds, OEICs, investment trusts, ETFs and single equities across 70 global exchanges. Research a client’s individual shareholding next to a fund, in the same view.
Look-through holdings
We decompose multi-asset funds to their real underlying positions, so allocation reflects what the client actually owns, not a style-box approximation.
Live market data
NAVs settle by end of business and listed prices refresh intraday. You are never modelling Tuesday’s decision against last Friday’s data.
Risk, properly measured
Time-weighted returns, rolling 36-month volatility and drawdown. Where a fund is too new for a clean series, you get a confidence flag, not a flattering guess.
Peer and sector comparison
Rank any instrument against its peer group and sector. Surface the deltas that matter for a suitability conversation, not an academic paper.
Cost and ESG analysis
Total-cost breakdowns and ESG scores on every holding, ready for the Consumer Duty value-for-money evidence file.
Branded client reports
A six-page summary or a twenty-page proposal in your firm’s colours and logo, with the analytics rendered as charts clients can actually read. Out in minutes.
Save and reuse models
Run anonymous what-if portfolios without touching a client record. Save the good ones as models and reuse them across your whole book.
What every seat includes
One subscription covers the full research job, from the first search to the report the client takes home.
| Capability | What you get |
|---|---|
| Asset coverage | 476,000+ instruments, including single equities across 70 exchanges |
| Single-equity research | Built in, so a client’s shareholding sits next to the fund you are recommending |
| Look-through fund holdings | On every plan, so allocation reflects what the client really owns |
| Branded client reports | Your colours and logo, out in minutes |
| Price | £149.99 per user a month, flat, with no quotation process or add-on modules |
| Getting started | Minutes, with migration handled by us |
| Interface | A modern web app your team can pick up without a training course |
No VAT is charged. See the pricing page for the full breakdown and savings calculator.
Numbers you can put your name to
Returns are time-weighted, computed from total-return prices with dividends reinvested. Risk metrics use rolling 36-month windows where the data supports it. Asset allocation uses full look-through holdings data, and every holding carries an ESG score. Every analytic has a named source and a stated refresh cadence, so the figure you show a client, or a compliance officer, holds up to the question "where did this come from?". The full set lives on our methodology page.
Research every asset. One flat price.
Run one of your real client portfolios through the engine. Look-through allocation, risk metrics, the branded report: your data, our analytics, no commitment.