• 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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fundinfo.com

Leading international platform for information and mandatory publications of investment funds

MEETING YOUR NEEDS

Take advantage of the industry's powerhouse of fund information

Provide investors access to a trusted fund information platform giving instant visibility to your key fund information, documents, manager commentary and video content

fundinfo.com offers the largest fund information and document library in Europe & Asia, hosting over 79 million fund documents and covering data on over 341,000 share classes.

Our platform is a unique source of information for the fund industry, free to use and access, giving investors a trusted interface where they have instant visibility of your funds, including prices and ratings.

We help you satisfy investors and regulators with our marketing and mandatory publications, ensuring your prospectuses, SFDR reports, PRIIPs KIDs/UCITS KIIDs, annual reports, marketing factsheets, fund profiles and manager comments are published conforming to national legal requirements, and in local languages, where available.

fundinfo.com is a unique and reliable source of information powering the fund industry and is recognised by many of the world’s financial market supervisory authorities for the publication of your fund data and documents.

  • Regulatory Compliance

    Ensure that all your documents and mandatory fund information are published on a platform recognised by the corresponding financial market supervisory authorities.

  • Promote your funds and save on publication costs

    Enhance your marketing with fund listings in 25 key markets across Europe and Asia with up to 98% market coverage depending on the fund market. We also bear the cost of web hosting and maintenance, which in turn frees up your resources.

  • Gain marketing intelligence

    We give you access to user statistics by country and document type to let you measure the popularity of your funds by fund market. Viewer statistics, subscriber notifications, ratings, and videos are also supported.

Proven Solution

fundinfo.com

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    fund documents

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    share classes

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    market

    coverage

  • 0 5

    fund markets

    covered across Europe and Asia with fund listings

KEY FEATURES

fundinfo.com

Enhance your marketing strategy and ensure your fund is seen by your target audience.

We host your fund and track engagement

Key fund information, including daily prices, NAV, fees, charges and performance data as well as documents are hosted on our fund information platform for investors to freely access.

You are able to control visibility in markets where the funds are not authorised for sale and promotion.

Inclusion of ESG data

We support the dissemination of ESG-related data and documents, including EET data, ESG reports, and SFDR pre-contractual and periodic reports.

Membership

We offer membership in 25 Fund Markets, with the option of Premium Membership, enhancing your funds’ priority listing and visibility. This means greater exposure for your brand and higher click through rates to your funds’ landing pages.

SOLUTIONS INSTI – Feeds

Data Management Process

1. We collect and validate your fund data and documents

We collect fund information direct from source and actively manage the ingestion of more than 77,500 active funds, across 215,000 active share classes, and process 740,000 documents each month.

2. We host and publish your fund information

Key fund information, including daily prices, NAV, fees, charges and performance data as well as documents are hosted on our core fund database and made accessible via fundinfo.com.

3. We track engagement

User engagement such as views, subscriber notifications and downloads give you full visibility on where your funds are receiving traction to better inform your marketing strategy.

How to migrate to FE fundinfo

INSIGHTS

How to migrate to FE fundinfo

Learn what it takes to migrate your fund data to FE fundinfo, resources you can refer to beforehand and if there is anything you need to do in the first place.

How does FE fundinfo manage your fund data?

INSIGHTS

How does FE fundinfo manage your fund data?

This article explains what happens to your fund data when handled by FE fundinfo and how we add value by managing and distributing it for our clients.

SOLUTIONS INSTI – Data Feed Portal

INSIGHTS

Value style funds continue to lead the way according to FE fundinfo’s January Crown rebalance

The latest Crowns rebalance – which takes place twice a year in January and July – revealed a noteworthy outperformance of value style funds across all equity markets.