• 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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Do you have access to accurate and timely fund data?

Gain instant access to FE fundinfo’s ISO-accredited database of fund information. Our fund data is entrusted by the world’s leading fund distributors as their primary source of key fund information, ensuring business continuity and security, supported by robust systems, stringent automated validation processes and dedicated QMS teams to ensure ongoing data integrity.

FEATURES & BENEFITS

Accurate fund data - the way you need it

Your ability to access high-quality and timely fund data as well as up-to-date regulatory and marketing fund documents is integral to achieving operational efficiencies and capitalising on distribution opportunities.

At FE fundinfo, we collect fund information direct from source (i.e. the asset manager) and actively manage the ingestion of fund data and documents for more than 77,500 active funds and host over 83 million fund documents.

All fund information entering our golden source fund database is validated through our automated controls, with accuracy and timeliness further ensured by our dedicated Data Relationship and Operations specialists.

Our Data and Document Feed services enable Fund Distributors, platforms and data vendors to easily integrate this data into their own systems, websites and fund centres, and other fund selection tools for investors.

Our Data Feed Portal gives you ultimate flexibility and control of the data you access from our universe of funds, whether that be whole of market or bespoke feeds, also allowing full customisation of the fund data fields and delivery options (format and frequency). 

  • Direct from source

    We collect fund information direct from Asset Managers and are entrusted by the world’s leading Fund Distributors as their primary source of fund data. 

  • Global coverage

    Our global database of fund documents and data covers hundreds of thousands of share classes and provides full coverage of the main fund distribution markets of Europe, Hong Kong and Singapore.

  • Regulatory compliance

    Our experts are here to help and guide you keeping abreast of regulatory and industry changes impacting your fund distribution.

  • Cost & risk mitigation

    Giving you back time and resource to focus on your core business, while we focus on ours. Sourcing fund documents and data from us means your staff spend significantly less time and resource obtaining, checking and distributing information.

OUR FEED SOLUTIONS

How we support you

Data Feed

Our Data Feed enables you to access FE fundinfo’s ISO-accredited database of fund data.  

  • Direct from source
  • Quality assured
  • Regulatory Data
  • Various delivery options
  • Simple interface

Document Feed

FE fundinfo Document Feeds enable fund distributors to access and integrate fund documents across their existing publications, applications and online platforms.

  • Complete set of fund documents
  • ​High-quality documents
  • Multiple and flexible access options
  • Meet business requirements

WHAT OUR CLIENTS SAY

How we're providing accurate fund data

We looked at different ways of providing this information, and the FE fundinfo Document Feed was by far the easiest to implement, at a very competitive price.

Matthias Müller - Managing Director, BX Swiss

Matthias Müller

Managing Director at BX Swiss

View case study
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Get in touch with our data specialists

Arrange a call back from our specialists to find out how FE fundinfo can transform your fund distribution operations.