• 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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Content – Our Company Values And Competencies

Diversity, Equality & Sense of Belonging

We’re powered by our differences.

At FE fundinfo, we hold three core values close to our hearts: Trust, Innovation and Connectivity. These values guide our every step and define our commitment to fostering an inclusive workplace where diversity is celebrated, equality is championed, and a sense of belonging is nurtured.

We recognise that true success lies not only in achieving business milestones but also in fostering an environment where every individual feels valued and empowered. Through these core values, we strive to cultivate a workplace where ideas flourish, differences are celebrated, and each member of our team contributes to the vibrant tapestry of our collective success.

Our Vision

 

We envision an organisation where every employee feels valued, respected, and empowered. Our commitment to diversity and belonging is not just about numbers; it's about creating an environment where everyone can thrive. Here's what we're doing to bring this vision to life:

Inclusive Culture

 

We actively promote a culture of respect, openness, and inclusivity. We encourage employees to share their thoughts and ideas, knowing that their perspectives are essential to our growth and success. FE fundinfo has a wide variety of Employee Resource Groups including one dedicated to Diversity, Inclusion & Sense of Belonging that enables a space to share ideas, explore, challenge and deepen our understanding of one another.

Diverse Workforce

 

We are committed to increasing diversity in our workforce and FE fundinfo ensures that all employees have equal access to career development, promotions and leadership opportunities, regardless of their background.

We are dedicated to embedding recruitment processes that support an equitable approach when recruiting talent, for example by endeavouring to use gender-neutral, jargon-free language in our job adverts; utilising diverse interview panels as part of the selection process, and being mindful about where we advertise jobs knowing that different demographics may use different job boards and networks.

Join Our Team

 

At FE fundinfo, we believe that diversity, equality, and belonging are not just ideals; they are the foundation of our success. We invite you to be a part of our journey and experience a workplace where you can be your authentic self, where your unique perspectives are celebrated, and where you can make a real impact.

Your journey to a more inclusive and fulfilling career starts here.

 

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