• 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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Why FE fundinfo

We serve as the vital link between Asset Managers and Distribution Networks across EMEA and APAC, ensuring the seamless flow of investment product information.

SOLUTIONS INSTI – Feeds

HOW WE HELP OUR CLIENTS

Navigating Complexity, Unlocking Potential: Your Investment Management & Distribution Partner

We empower the investment management community to drive asset growth, operational efficiency and cost optimization, simplifying global market entry and growth digitally and seamlessly, and through our unique position in the value chain deliver verified information and actionable intelligence to enable efficiencies and market insight.

BACKED UP BY NUMBERS

Connecting data with purpose

The quality of our data and strength of our network sets us apart. We are uniquely positioned in the investment industry and every day, millions of people around the world rely on our data and insights to make investment decisions.

  • 250 k+

    Share classes

  • 4 .3m+

    Prices collected/month 99.5% of which are automated

  • 100 k

    Active funds

  • 2 .4m

    Static values checked and updated per month

  • 1 m+

    Documents collected /month 600K+ documents produced per year

Trusted by our clients

Our technology helps our clients not only anticipate the challenges of the global investment landscape but drive them, enabling them to think globally and act locally.

Today we serve 100% of the top 10 and 60% of the top 100 asset managers by AUM globally.
We actively distribute their output to our vast network of 300+ data partners and institutions such as data vendors, platforms or banks to as well as 3,900+ financial advisers.
FE fundinfo is a proud founding member of Openfunds and ISO certified: ISO 27001 Information Security; ISAE 3402 type II; ISO 9001 Quality Management.
SOLUTIONS ADV – Client Onboarding & Engagement

How do we achieve this?

Leveraging a fusion of technology and expertise, we consolidate both static and dynamic investment data, ensuring comprehensive intelligence. Our diligent process enriches and circulates data on diverse investment types, laying a solid groundwork for insightful decision-making.

We provide Asset Managers with advanced tools and services, simplifying the lifecycle of investment products from creation to distribution within a secure network. Our platform offers effortless market entry and cost-effective compliance, supporting essential operations like registration, KYC, and more.

Our platform uniquely links to a widespread and trusted network in EMEA and APAC, offering localized technology and services for investment decisions and ensuring data accuracy by directly sourcing and verifying information, catering to asset manufacturers and distributors. We specialize in investment research, cashflow modelling, and risk assessment, with a focused approach in the UK through IFAs and in Germany via savings banks, enhancing our tailored investment solutions. 

Trusted by the industry

WHAT OUR CLIENTS SAY

Connecting the fund management industry to inform better investment decisions

Our collaborative partnership with FE fundinfo allowed us to create and distribute over 55,000 PRIIPs KIDs in 22 languages so we could meet the new PRIIPS regulatory obligation on time.

Dionne Smith

Global Head of Reporting Operations, Schroders

SOLUTIONS INSTI – Marketing & Digital 2