Research & Analytics
Research every asset.
Not just a FEw.
Institutional-grade investment research and analytics, built for UK advisers. The depth of a trading-floor terminal and a fund universe most tools can only dream of, priced for an advice firm rather than a Canary Wharf dealing desk.
- 350,000+ assets. Funds, trusts, ETFs and single equities across 70 global exchanges.
- Three hours of research into twenty minutes. Live Morningstar data, look-through holdings.
- Half the price of the market leader, without the high FEes.
350,000+
assets covered, not a handful of funds
70
global exchanges for single-equity research
80%+
less time spent on investment research
½
the price of the market leader
"Why pay a premium for a FEw funds, when you can research every asset for half the FEe?"
WAy more than a FEw funds
The established research tools cover funds well, and very little else. When a client walks in with a legacy share certificate or an ETF held away, you are left stitching the picture together by hand.
Wealth Analytica covers the lot. 350,000+ 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 FEwer FEes
Institutional research has always carried an institutional bill. The terminals built for trading desks run to thousands per seat each month. The adviser market leader is gentler on the wallet, but still charges roughly double what we do, then bills the proposal builder and the better data as extras.
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.
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 Morningstar 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 Morningstar Sustainalytics 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.
How we compare
Most firms reading this already pay for research from one of the established names, or for a terminal built for an institutional trading floor. Here is the honest side-by-side.
| Capability | Wealth Analytica | The established names |
|---|---|---|
| Asset coverage | 350,000+ instruments, including single equities across 70 exchanges | Comprehensive fund coverage; equities and stocks often a separate, pricier module, or not covered at all |
| Price per user / month | £149.99 flat, every module included | Quotation-based; the market leader typically runs to roughly double, trading-desk terminals to many times that |
| Single-equity research | Yes, built in across global exchanges | Limited on adviser tools; full coverage usually means a separate institutional subscription |
| Look-through fund holdings | Included on every plan | Often reserved for a premium tier |
| Branded client reports | Included | Typically a separate module at additional cost |
| Time to get going | Minutes, migration handled by us | Typically several weeks of configuration |
| Interface | A 2026-built modern web UI | Mature platforms with UIs that pre-date the modern web |
Comparison as of June 2026. Competitor pricing is quotation-based and varies by firm and module; pull your own figures and check them against your current bill.
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 Morningstar’s look-through dataset, and ESG scores come from Morningstar Sustainalytics. 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. For half the FEe.
Run one of your real client portfolios through the engine. Look-through allocation, risk metrics, the branded report: your data, our analytics, no commitment.