• 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
Book a meeting

Empowering investment through integrated technology and data

Drive more effective fund distribution through the power of integrated technology, data and regulatory solutions. 

FEATURES & BENEFITS

How we can help

Platforms are becoming increasingly central to the distribution strategies of asset managers. The power balance is shifting and platforms are now in a position to set the terms for fund distribution on platform, influencing the market in new ways.  

This evolution brings its own set of challenges for platform providers – from the critical need for accurate fund information, the latest regulatory data and documents, and ability to provide value-added services and guidance tools for investors and advisers in their investment journeys.  

We are able to provide support in these areas, helping platforms enrich the investor and adviser experience, enabling greater investment choice and larger geographical coverage, while navigating the complex fund regulatory landscapes platform providers operate in.   

  • Optimised data and document management 

    We offer access to high quality, timely fund data and regulatory documents which streamlines operational processes and enhances the ability of platforms to publish the latest and compliant fund information.    

  • Entrenched in the entire fund distribution value chain 

    FE fundinfo has a shared vested interest in the quality of data that we distribute out into the market. We simply enable fund distributors to easily access our golden source fund database through our Data Feed Portal that gives you complete flexibility and control over the configuration and format of your data feeds. 

  • Enhanced adviser and investor experience 

    Our digital solutions improve your client investment journeys at scale, as we unlock the flow of investment fund data and documents through dynamic digital solutions.  

Empower investment through integrated data and technology

Drive more effective fund distribution through the power of integrated technology, data and regulatory solutions. 

The form was unable to be found in HubSpot

Portfolio

Scale up your fund distribution and investor engagement

Ensure regulatory compliance and effective client communications and reporting with integrated data and technology from FE fundinfo.

Data & Document Feeds

Our state-of-the-art Data Feed Portal gives you access to our golden source fund database. Whether you need static, dynamic, or regulatory data, our portal gives you the flexibility and control to access your necessary data points, determine the frequency and format in which they are delivered – ready to be fed into your bank-owned or bank-aligned platforms, critical to fund distribution.  

  • Direct from source
  • Global coverage
  • Regulatory compliance
  • Cost & risk mitigation

Regulatory & Marketing Document Production

As the largest fund document production supplier in Europe, we leverage our close relationships with template issuers and regulators, giving us an opportunity to lobby changes beneficial to our clients. 

Our technology facilitates flexible, transparent, automated and compliant document production in up to 35 languages. 

  • Data excellence
  • Digitalisation & automation
  • Comprehensive solution
  • Flexible tool

ESG Reporting

With our ESG Reporting solution, we help you comply with new and evolving ESG and climate disclosure requirements and produce comprehensive ESG reports. We support the production of regulatory reports such as SFDR, SDR and TCFD, as well as enable the integration of financial and ESG data to produce investment fund factsheets at scale. 

  • Insource ESG expertise
  • ESG reporting & disclosure
  • Regulatory compliance
  • Integrated sustainability factors

Digital Solutions

Enhance your digital investor engagement with our Digital Solutions. Empower your investors and financial advisers with dynamic fund research analysis tools. Integrate widgets onto your websites, including performance charts, asset breakdowns and data tables which are built according to your specific needs and made to empower investment decisions.  

  • Seamless integration
  • Continuous innovation
  • Configurable & scalable

Research & Insights

Gain sector insights and conduct value assessments of funds, with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials for your clients.

  • Benchmark & research funds
  • Wealth of data at your fingertips
  • Comprehensive data & document coverage