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

• Cashflow Planning (FE CashCalc)
• Fund & Structured Products Research (Dericon)
• Pension Switching (FE AdviserAsset)
• Portfolio Intelligence (Command Deck)

Investor Engagement

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

• Ratings
• Factsheets
• Fund Centre
• Advertising (Trustnet)

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

• MPS Directory
• FE Investments
• Tailored MPS

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

• UK CCI Document Review
• Track Competitor Activity

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

• Compliance Checker
• Advisory Compliance Assistant

Investment Managers

Streamline fund operations from data creation to global distribution with regulatory compliance and market intelligence

• Operations & Data Management
• Compliance & Risk
• Distribution and Client Reporting
• Quantitative Analysis and Trading

Wealth & Retail Managers

Empower advisers with integrated research, compliance tools and client engagement solutions for better outcomes

• Financial Advisers & Paraplanning Firms
• Institutional Wealth Managers
• Private and Retail Bankers
• Distribution and Client Reporting

Information, Technology & Service Providers

Access validated fund data, regulatory intelligence and platform connectivity to enhance your technology solutions

• Technology Providers
• Data Partners
• Management Companies

Investment Managers

Explore investment management challenges tackled by Nexus by FE fundinfo

• Fund Data Control
• Regulatory Obligations
• Fund Data Distribution

Wealth Managers

Discover how Nexus by FE fundinfo can solve challenges in wealth management

• Client Cashflow & Long-Term Plans
• Consumer Data Requirements
• Scale and Audit-Ready Advice Business

Information, Technology & Service Providers

Find out how Nexus by FE fundinfo can transform your operational efficiency

• Fragmented Data Infrastructure
• Scale Your Capabilities
• Uncover Alpha Opportunities

Real client success stories demonstrating measurable results and operational improvements

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

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

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

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

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

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