• Product Mastering

      Formerly Fundipedia — automate fund data collection, validation and distribution with regulatory-grade accuracy and compliance

      Client Book of Record

      Centralise client and counterparty data with automated validation, regulatory compliance and complete relationship visibility

      Fee & Distribution Channel Management

      Streamline distribution fee management with automated calculation, validation and transparent reporting across channels

    • Global Funds Registration

      Accelerate cross-border fund registration with expert support, regulatory intelligence and streamlined compliance workflows

      Fund Filing

      Automate regulatory filings and reporting with validated data, intelligent workflows and complete audit trails

      Regulatory Document Production

      Automate compliant PRIIPs, UCITS, SFDR and TCFD document production with expert validation and multi-language support

      Regulatory Template Production

      Generate market‑standard regulatory templates with automated calculations to ensure accurate, compliant disclosures across jurisdictions, including UK CCI, SFDR, TCFD, and more

      Calculations

      Deliver consultancy-grade PRIIPs, cost transparency and performance calculations with industrial-scale automation across European markets

    • Dissemination

      Distribute fund data and documents efficiently across platforms, regulators and distributors with automated workflows

      Feeds

      Access comprehensive fund data feeds with flexible formats, automated delivery and regulatory-grade accuracy

    • Investment Tools

      Model client scenarios and analyse investments with tax-aware cashflow planning and structured product evaluation tools

      Investor Engagement

      Reach millions of investors with comprehensive research content, independent ratings, and digital engagement via Factsheets and Fund Centres

    • Fund Research and Analysis

      Access comprehensive fund research, portfolio analysis and investment decision tools with trusted data and real-time insights via FE Analytics

      Portfolio Construction

      Comprehensive managed portfolio service data with detailed holdings, performance analysis and comparison tools

      Investment Intelligence

      Centralise portfolio performance, platform data and fee monitoring with automated insights across your advice practice

    • Nexus AI for Investment Managers

      Automate compliance checks, accelerate distribution and monitor market intelligence with AI-powered regulatory workflows

      Nexus AI for Wealth & Financial Advisers

      Automate meeting transcription, summaries, CRM updates and emails for a 50% increase in operational efficiency and fresh cost savings. Start your free trial

    • Case Studies

      Real client success stories demonstrating measurable results and operational improvements

      Whitepapers

      In-depth research and analysis on challenges facing investment managers and wealth managers

      Newsroom

      Latest company announcements, product launches and industry news from FE fundinfo

      Articles

      Expert insights on fund data, regulatory compliance and investment technology trends

      Podcasts

      Conversations exploring how artificial intelligence transforms investment management and financial advice

    • Better Connected World Tour

      Join industry leaders exploring the future of fund distribution, data connectivity and regulatory technology

      On-Demand Webinars

      Access expert insights on regulatory compliance, technology innovation and industry trends whenever you need them

      Demo Day Wednesdays

      See our platform in action every Wednesday with live product demonstrations and expert Q&A sessions

      Private Banking Summit

      Connect with private banking leaders exploring wealth management innovation, regulatory challenges and client engagement strategies

    • Call Support

      Get in touch with one of our dedicated support teams

      User Guides

      Step-by-step documentation and tutorials for FE fundinfo products and platform features

      Customer Portal

      Access support resources, submit requests and manage your FE fundinfo services

      FE fundinfo Training Academy

      Comprehensive training modules for FE fundinfo platform users and advisers

  • Nexus AI
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Navigate complexity with confidence

Connecting the investment industry through trusted data and intelligent workflows 

Find us at the heart of the investment product lifecycle

We are uniquely positioned to deliver data-led solutions that enable asset growth, regulatory support and operational efficiency, from creation to distribution

The intelligent core connecting the investment product lifecycle. As the industry's golden source, Nexus orchestrates data exchange and insights across every stage—enabling investment managers, data partners and wealth managers to operate efficiently, reduce risk and drive sustainable growth through trusted data and AI-driven workflows.

We transform validated data into actionable intelligence. Through advanced calculations, performance analytics and regulatory metrics, we deliver the enriched insights investment professionals need for confident decision-making.

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

We empower wealth managers with integrated tools for better client outcomes. From risk profiling and cashflow modelling to research and portfolio construction, we reduce manual effort and enable personalised, compliant strategies.

We support the complete advisory journey with solutions connecting data, compliance and client servicing. Our integrated AI enabled platform enables efficient delivery of tailored investment strategies while freeing capacity for client relationships and practice growth.

The intelligent core connecting the investment product lifecycle. As the industry's golden source, Nexus orchestrates data exchange and insights across every stage—enabling investment managers, data partners and wealth managers to operate efficiently, reduce risk and drive sustainable growth through trusted data and AI-driven workflows.

We transform validated data into actionable intelligence. Through advanced calculations, performance analytics and regulatory metrics, we deliver the enriched insights investment professionals need for confident decision-making.

We establish your golden source of investment product data. Collecting over 9 million static data points, 7 million prices and 1.5 million documents monthly through 90% automated, AI-enabled processes that ensure regulatory-grade accuracy and reliability.

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

We empower wealth managers with integrated tools for better client outcomes. From risk profiling and cashflow modelling to research and portfolio construction, we reduce manual effort and enable personalised, compliant strategies.

We support the complete advisory journey with solutions connecting data, compliance and client servicing. Our integrated AI enabled platform enables efficient delivery of tailored investment strategies while freeing capacity for client relationships and practice growth.

We streamline regulatory compliance and market access across borders. From automated documentation to jurisdiction-specific requirements, we reduce operational complexity and accelerate time-to-market, turning compliance into competitive advantage. 

OUR COMMITMENT

Crafting success locally and globally

We are at the forefront of investment management, offering a platform that bridges asset managers and distribution networks. 

Powered by our commitment to data integrity and actionable intelligence, our platform simplifies and speeds up the journey to global market entry - helping asset managers navigate the nuances of fragmented networks whilst ensuring compliance and providing essential product information to distributors.

By delivering targeted market intelligence, we shape effective product and distribution strategies, completing an agnostic and efficient feedback loop that spans the entire investment management lifecycle. 

WHO WE SERVE

Matching your fund lifecycle business needs

Select your business area to explore how we can help

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WHY FE FUNDINFO

Your Global Investment Partner

As trusted allies in investment management, we believe in creating a world where the complexities of the investment feedback loop are transformed into opportunities for growth. By providing a core platform enriched with advanced technology and services, we empower asset management firms to reach distribution centres and networks efficiently, simplifying global market navigation.   

Our services are designed to relieve the pressures our clients face, including product creation and regulatory filing, document and template production and dissemination and disclosure of information, thus enabling them to focus on what they do best: driving growth of AUM and AUA, reducing costs, and managing risks.

Backed up by the numbers

Powering the investment industry

We develop and deliver award-winning products and solutions backed by accurate, trusted data.

  • 40 / 50

    top global fund managers

    Rely on our data and technology

  • 122 m+

    Pageviews

    Across all FE fundinfo proprietary platforms

  • 4 .3bn

    In assets

    Managed by FE Investments and we operate one of the fastest growing DFM on platform

  • 300 +

    media, business and technology partners

    Across Continental Europe, the United Kingdom and Asia

  • 80 %

    of UK financial advisers

    Who consume third-party research for fund selection use our software

WHAT OUR CLIENTS SAY

Connecting the fund management industry to inform better investment decisions

FE Investments were able to build a solution that met our specific needs. In collaboration, we designed unique Clear Cut portfolios to a target ongoing cost and with a discount based on AUM so we can continue to ensure our clients get good value. We were also able to input into what is included in bespoke client facing documents that help engage our clients.

Charlotte Jamieson – Chartered Financial Planner, Clear Cut Financial Planning (1)

Charlotte Jamieson

Chartered Financial Planner, Clear Cut Financial Planning

SOLUTIONS INSTI – Marketing & Digital 2