• 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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Fund comparison and benchmarking solutions for Fund Managers

Compare funds and benchmark your firm against your peers.

FEATURES & BENEFITS

Differentiate your offering in a crowded marketplace

FE fundinfo’s fund benchmarking solutions give you direct visibility over your fund data and your competitor's data, giving you the freedom to conduct market and fund research, review your investment propositions and compare your ESG credentials.

Gain sector insights and conduct value assessments with FE Analytics, refresh bespoke reports with whole of market data at your fingertips in Microsoft Excel.

  • Benchmark & research funds

    Access whole of market fund data, track competitor activity and communicate your value to investors. View how your funds are being represented, find out how advisers analyse and sort prospective investments, and learn how to present your funds in the best light using our research tools.

  • Wealth of data at your fingertips

    The breadth and depth of our investment data, coupled with our approach to quality data management, sets us apart. Detailed information on our extensive range of fund data is at your fingertips through a single Microsoft Excel add-in. 

  • Comprehensive data & document coverage

    Access more than 300,000 investment instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIDs/KIIDs.

PORTFOLIO

How we support you

FE Analytics

FE Analytics is the leading investment research and analysis tool key to the success of UK fund distribution through intermediaries and financial advisers.

  • Fund research
  • Portfolio design
  • Competitor alerts
  • Custom reporting
  • Easy integration

FE Analytics FinXL

Discover whole of market fund data on onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more - all easily accessible through a single Microsoft Excel add-in.

  • In-depth fund analysis
  • Intuitive interface
  • Customise your reports

WHAT OUR EXPERTS SAY

How we're enabling data accessibility and investor transparency

At FE fundinfo, we are committed to improving data accessibility and investor transparency. We do this through the provision of high-quality data through various channels, including our research and analysis tools that continue to play a pivotal role in the UK advisory and fund market, helping our clients communicate their value to their own customers.

Stephen Mitchell Headshot

Steve Mitchell

Head of Propositions at FE fundinfo

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Discover more about our fund comparison tools and benchmarking solutions.