• 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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Update - Business Continuity Planning for the COVID-19 threat

Dear Client

All our lives and businesses are changing in response to the COVID-19 pandemic. It is an uncertain and unprecedented time for everyone and our concern is always first and foremost the health and safety of our employees, customers and partners.

We know you rely on our services to enable your day to day business and I wanted to personally update you about the operational plan we now have in place to continue to provide the same level of service in the coming weeks and months.

Our operational team has worked together in response to the latest updates from around the world, implementing our contingency and continuity plans, and ensuring our readiness. We are equipped to provide uninterrupted service across our product range.

We are closely monitoring and following guidelines set by national, state and local government agencies to limit any risk to our employees, customers and partners. Many of our employees around the world are now leveraging technology to work remotely in order to maintain normal business operations.

We’re postponing our immediate in-person events while turning others into virtual events and are continuing to advise our employees regarding staying healthy and self isolation requirements.

Ongoing support

Notwithstanding increased demand on our support services, we are working hard to uphold our usual service and support levels and aiming to resolve your queries quickly and efficiently.

Our support channels, Email (Customersupport@fefundinfo.com), phone and our FE fundinfo Customer portal are open and ready to receive your requests and queries during our regular business hours (00:30 to 18:00 GMT). However, we urge clients to consider using email or the customer portal instead of phone support where possible.

System continuity

All FE fundinfo services are provided in a highly available configuration using multiple sites in an active/standby load-balanced configuration.

There is no requirement for staff to be present at premises, as all services needed are accessible by VPN connection or over the internet in certain cases so we are confident systems will continue to run as normal, despite the fact we’re experiencing higher usage volumes than usual.

Finally, I want to thank you for continuing to trust us to support your business during these uncertain times.

If you have any further questions, don't hesitate to contact your usual FE fundinfo representative.

Best wishes

Hamish Purdey
CEO
FE fundinfo