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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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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
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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
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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
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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
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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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Investment Managers
Streamline fund operations from data creation to global distribution with regulatory compliance and market intelligence
Wealth & Retail Managers
Empower advisers with integrated research, compliance tools and client engagement solutions for better outcomes
Information, Technology & Service Providers
Access validated fund data, regulatory intelligence and platform connectivity to enhance your technology solutions
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Investment Managers
Explore investment management challenges tackled by Nexus by FE fundinfo
Wealth Managers
Discover how Nexus by FE fundinfo can solve challenges in wealth management
Information, Technology & Service Providers
Find out how Nexus by FE fundinfo can transform your operational efficiency
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Case Studies
Real client success stories demonstrating measurable results and operational improvements
WhitepapersIn-depth research and analysis on challenges facing investment managers and wealth managers
PodcastsConversations exploring how artificial intelligence transforms investment management and financial advice
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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 SummitConnect with private banking leaders exploring wealth management innovation, regulatory challenges and client engagement strategies
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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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