• 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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Digital Solutions

Bring your data to life with our digital engagement solutions for investors.

MEETING YOUR NEEDS

Transform your fund information and boost your brand image

Unlock the power of your fund data by producing dynamic visualisations of your fund information to captivate and aid your clients’ investment decisions. Our digital solutions mean you spend less time on producing reports, and allow you to provide greater transparency and insights into your products, all in your own brand.

  • Seamless integration

    Our range of digital solutions seamlessly and efficiently integrate with your existing technology and are customised to match your unique branding, investment product range, language and currency requirements. Our in-house configuration platform means we get you up and running quickly whilst keeping costs to a minimum.

  • Continuous innovation

    Our digital solutions ensure that you benefit from the latest data and functionality and keep you ahead of any technological advancements in the market. We are constantly looking at ways to enhance our offering and provide you with the most innovative solution for your business.

  • Configurable and scalable

    We build our own software around the data we collect and hold in-house, allowing us to maximise performance and scalability. Unlike some companies who outsource the data collection or software development, we power the end-to-end process and can optimise any solution to best suit your needs.

Proven Solution

250k+

Websites and configurations powered for our clients, by our team of data and technology experts.

KEY FEATURES

Digital Solutions

Find out how we can help you bring your fund data to life.

Quality data

We actively manage the ingestion of fund data direct from source for more than 77,500 active funds. Our modulated and scalable digital offering means you can choose to keep your existing digital tools and have them powered by FE fundinfo’s comprehensive and accurate data. Our ISO accredited data processing team work to collect, validate and enrich all fund data before it flows through your digital tools.

Widgets

We understand the complexities involved in communicating your fund data in an effective and concise format. Our dynamic widgets provide impactful graphic representation and modelling of your fund data to ease this communication process. These widgets include performance charts, asset breakdowns and data tables which are built according to your specific needs and seamlessly integrate with your existing website, technology and brand.

Hosted and API solutions

Our hosted and API digital solution provides the complete suite of our custom built technology powered by FE fundinfo data. This offering includes the creation of fund centres, charting and download tools, comparison and portfolio analysis and HTML factsheets. These interactive and intuitive set of tools give you centralised control and engaging visualisations, unlocking the full potential of your fund information. Users also have the ability to integrate fund, instrument, series, widget, and portfolio data in their digital solutions.

Project delivery

We ensure your data is onboarded, reconciled, accurate and complete before being integrated into your digital solutions. We also conduct in-house configuration of your template design and branding, followed by thorough user acceptance testing (UAT) and system training for ongoing maintenance.

Business continuity

All our solutions are hosted on the cloud for optimised speed, performance, stability and business continuity.

Related solutions

Discover our range of fund distribution solutions