Wealth Analytica vs FE

FE Analytics and FE fundinfo are the established names in UK IFA analytics. Wealth Analytica is the newer end-to-end platform — fact-find through proposal in one system, live Intelliflo sync and live Morningstar data — for mid-sized firms that don't want five subscriptions and a stitched workflow. This page sets out where each tool leads, where each lags, and which firm should pick which.

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What this comparison is for

We're the team behind Wealth Analytica. So before anything else: this is a commercial page. We've held ourselves to two rules whilst writing it. Every factual claim about FE is sourced from FE's own public material or first-hand observation as of May 2026. Every factual claim about Wealth Analytica is something we'd publish in a regulator-readable document. Where FE leads, we say so. Where we lead, we say so. We don't disparage and we don't editorialise the negatives — your job, not ours, is to weigh whether what we lead on matters for your firm.

FE Analytics and FE fundinfo are the most recognisable analytics names in the UK adviser market and have been for two decades. FE earned that position. The question this page is here to help you answer is not "is FE good?" but "is FE the right shape for the firm you're running today, in 2026, with the Consumer Duty year-2 evidence load you have and the Intelliflo / Morningstar feeds you're already paying for elsewhere?"

At a glance

Where FE leads

FE has been in the adviser market since the late 1990s. Two decades of customer feedback, fund-manager relationships and FCA-touchpoint experience are embedded in the product. A few things FE does that genuinely lead the market:

• Brand and trust within compliance functions. If you're a paraplanner and you say "the FE data shows…" in a suitability report, no compliance officer will challenge the source. New entrants have to earn that.
• Fund-manager-side products. FE fundinfo provides regulatory documents, factsheets and data feeds back to the fund managers themselves. That two-sided position is something a pure adviser-side tool can't replicate.
• Depth of historical data. Long fund histories and methodology consistency over many years matters for backtesting and long-horizon analysis.
• Ecosystem integrations. Many of the back-office and CRM products in the adviser stack ship with an FE integration as default. If you're already on one of those, FE plugs in.

None of that is faint praise. If you read this section and think "yes, that's exactly why we're with FE", you're probably with the right tool.

Where Wealth Analytica leads

Wealth Analytica was built later and built specifically for the firm that wants one tool, not five. The places we lead are direct consequences of that design choice.

• A single pipeline, not a set of analytics modules. Your paraplanner gathers the fact-find in the same system that runs the analytics that produces the proposal. The client record propagates. You don't pay anyone to retype anything.
• Live Intelliflo sync. Two-way, OAuth-controlled. Holdings update overnight; what your client owns is what the analytics model. Firms running FE alongside Intelliflo typically still rekey or run an overnight export / import dance.
• UI that doesn't make new joiners cry. The 2023 Scottish Widows Paraplanner Survey found 83% of UK paraplanners agree their technology could be improved — up from 64% in the prior survey. New-joiner UI friction with established adviser-side tools is one of the most-cited reasons. Our UI was designed by people who used FE for years and decided to do it differently.
• Flat pricing. £149.99 per user per month. Every module included. No "and the proposal builder is an additional £X". Easier to budget, easier to scale.
• Fast implementation. Five to seven business days from contract signature to operational, with migration handled by us. The "we'll need a project plan" sentence doesn't appear.
• Built around the Intelliflo / Morningstar firm. If you already buy Morningstar fund data and use Intelliflo for your CRM, Wealth Analytica is the layer that makes those two investments stop fighting each other. FE positions itself as the analytics source-of-truth; we're built to use the source-of-truth you already own.

Pricing comparison

FE's pricing is quotation-based and varies by modules — FE Analytics for the analytics, FE Investor View, FE Risk Profiler and the proposal-builder modules each typically priced separately, with firm-size and seat-count discounts negotiated case by case. We've seen firms reporting all-in costs of £150 to £400 per user per month once their FE stack is configured for end-to-end use, though your number will be your number and we'd encourage you to check it against your current bill.

Wealth Analytica is flat at £149.99 per user per month. Every pipeline stage included: lead capture, fact-find, risk assessment, LoA workflow, GDPR and consent management, portfolio analysis, proposal builder. The Intelliflo integration is an included bolt-on. Add-ons exist for high-volume reporting and bulk email but the typical firm is at £149.99 per RI flat.

For a ten-RI firm running an FE stack at £250 per user the annual difference is roughly £12,000. Compared to our flat £149.99 plan that's a £12,001 saving against the typical FE configuration. Numbers are illustrative — pull your actual figures and check.

What switching actually involves

Honest answer: more work than the marketing pages of any tool suggest, less work than your worst-case fear. A typical migration from an FE-led stack to Wealth Analytica involves:

1. An export of client records from your current CRM (we do this from Intelliflo, Xplan or a clean CSV).
2. One sandbox set up with your firm's branding and your Intelliflo OAuth permission.
3. A pilot week: two advisers run new business through the platform, end to end. You see your proposals come out the other side. Your paraplanner sits with us for two hours and signs off the workflow.
4. A wider rollout: the rest of the firm joins; we keep your FE login alive in parallel for one quarter so you can pull historical reports if you need them.
5. Closedown: at quarter-end you decide whether the FE subscription stays or goes.

The five-to-seven-day implementation timeline applies to step two — getting you operational. The full transition typically completes in 60 to 90 days because that's how long it takes a firm to retire a habit.

Who should pick which

Pick FE if: brand recognition with your compliance function is load-bearing; your firm's value chain depends on the fund-manager-side feeds FE fundinfo provides; you need decades of consistent fund-history methodology; or you're already deeply integrated with FE through the back-office and the switching cost outweighs the gain.

Pick Wealth Analytica if: you're tired of paying for five tools to do one job; you've watched your paraplanner rekey client data between FE and your CRM and counted the hours; you already own Intelliflo and Morningstar and want them to be sources, not silos; flat all-in pricing matters more than negotiated discounting; and the UI your new joiners learn matters as much as the data behind it.

What we can't claim

Honestly: we're newer, our brand recognition is lower, and the compliance officer who's never heard of us will ask harder questions than the one who's been working with FE for fifteen years. We think the answer to those questions is solid — primary-source feeds, methodology page, named human authors, FCA-grade audit trail — but you should ask them.

We also don't supply the fund-manager-side feeds FE fundinfo provides. If your firm's commercial model depends on selling data back to the manufacturers, FE remains the right partner. Our market is the adviser side of the trade.

Next steps

Read the longer-form companion at FE Analytics: the IFA review for 2026 for the practical detail behind the headline points above. Or skip the reading and book a side-by-side on your firm's actual workflow — we'll bring the FE comparison live; you bring the workflow you wish was different.

Last reviewed: 14 May 2026 · Reviewed every six months on comparison pages · Author: Michael Fasosin · Editor: Anthony Marris · This is commercial content; see our editorial policy for our sourcing and review standards.