• 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

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      Nexus by FE fundinfo

      Discover how FE fundinfo's integrated, end-to-end investment and wealth management platform can transform how you operate

    • 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

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      Have an idea for how Nexus AI could elevate your operations? Let's make it a reality
    • 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

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FE Analytics lockdown learning

Free FE Analytics training and certification for May

We are offering all Financial Advice firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’, for free.

Normally priced at £99, the training course and certification is delivered through the FE Analytics Academy’s five web-based modules and exam. Each module is an hour long and hosted live on a rolling weekly basis. The sessions are accompanied by detailed follow-up guides and qualify for structured CPD points.

We recognise how important it is to be able to benchmark your skills on FE Analytics, particularly in terms of professional development (for individuals), and recruitment (for firms). Passing the FE Analytics Exam means you become a Certified User of FE Analytics.

Module 1 - Analytics Essentials

A starter module to get you up and running on the tool.

Module 2 - Fund Research

Covers a range of tools that can be deployed to scan the entire market to find instruments that match your criteria, and those of your clients, with ease and precision.

Module 3 - Fund Analysis

Explores tools to gain a thorough understanding at fund level of past performance, risk profiles, composition, manager track-record, and interrelationships.

Module 4 - Portfolio Design & Construction

Covers how to design, build, and analyse portfolios tailored to specific clients and risk profiles.

Module 5 - Portfolio Reporting, Client Review, and Winning New Business

From the all-important first meeting, through reporting, to review; this session identifies tools to produce effortless, professional reports and effective sales set-pieces.

FE Analytics Exam

The online exam takes approximately one hour and tests the areas on FE Analytics most used. The exam can be scheduled for a date and time suitable to you.

Sign up for the offer"

If you would like to take advantage of this offer, simply contact us before the 1st of June using the link below and your Account Manager will be in touch with further details. Live classes are subject to availability and availability on a first-come, first-served basis.

Request free training