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From data to decisions, we lead the way

We increase efficiency, reduce risk and enable growth by delivering trusted data and intelligent workflows across the investment product lifecycle 

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HOW WE CAN HELP

Actionable insights for the investment product lifecycle

In a complex industry, our clients use our Nexus integrated platform to access trusted data and embedded AI workflows that drive confident decisions, greater efficiency and sustainable growth. 

The Nexus integrated platform connects the investment product lifecycle through trusted data and AI-driven workflows. As the industry's golden source, we enable investment managers, data partners and wealth managers to operate efficiently, reduce risk and drive sustainable growth.

We transform validated data into actionable intelligence. Through advanced calculations, performance analytics and regulatory metrics, we deliver the enriched insights investment professionals need for confident decision-making.

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

We empower wealth managers with integrated tools for better client outcomes. From risk profiling and cashflow modelling to research and portfolio construction, we reduce manual effort and enable personalized, compliant strategies.

We support the complete advisory journey with solutions connecting data, compliance and client servicing. Our integrated AI enabled platform enables efficient delivery of tailored investment strategies while freeing capacity for client relationships and practice growth.

Connect

The Nexus integrated platform connects the investment product lifecycle through trusted data and AI-driven workflows. As the industry's golden source, we enable investment managers, data partners and wealth managers to operate efficiently, reduce risk and drive sustainable growth.

Enrich

We transform validated data into actionable intelligence. Through advanced calculations, performance analytics and regulatory metrics, we deliver the enriched insights investment professionals need for confident decision-making.

Collect

We establish your golden source of investment product data. Collecting over 9 million static data points, 7 million prices and 1.5 million documents monthly through 90% automated, AI-enabled processes that ensure regulatory-grade accuracy and reliability.

Onboard

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

Analyse

We empower wealth managers with integrated tools for better client outcomes. From risk profiling and cashflow modelling to research and portfolio construction, we reduce manual effort and enable personalized, compliant strategies.

Advise

We support the complete advisory journey with solutions connecting data, compliance and client servicing. Our integrated AI enabled platform enables efficient delivery of tailored investment strategies while freeing capacity for client relationships and practice growth.

Distribute

We streamline regulatory compliance and market access across borders. From automated documentation to jurisdiction-specific requirements, we reduce operational complexity and accelerate time-to-market, turning compliance into competitive advantage.

How We Do It 957X828

HOW WE DO IT

Our differentiated approach

  • Data excellence & AI native infrastructure — As the industry’s golden source of truth, we uphold the highest standards of data quality and accessibility. Whether through API connections, database updates, XLSX files, or manual entries, we integrate seamlessly into clients’ workflows. We maintain the most trusted source of financial intelligence in the industry by refreshing each month over 9 million static data points, updating 7 million prices, and adding 1.5 million documents to our master repository. With Nexus AI, this trusted data becomes actionable at speed, powering automated documentation checks, surfacing insights and generating compliance-ready outputs across the investment lifecycle.

  • Strategic connectivity — Our established network across the UK, Europe and Asia Pacific enables us to deliver tailored solutions that match each market's unique requirements. Through our open platform architecture, we facilitate faster market access via preferred channels to help investment managers and wealth managers reduce costs and navigate regulatory complexities with confidence. Nexus AI extends this connectivity with semantic search, real-time alerts and guided workflows, transforming fragmented markets into opportunities.

  • Industry expertise — Built on three decades of industry experience, Nexus combines deep market knowledge with cutting-edge technology to serve as a trusted ally to investment professionals. We help investment managers distribute products efficiently, enable wealth managers to make smarter decisions and empower data platforms to scale with confidence. With Nexus AI, professionals benefit from automated compliance checks, intelligent client servicing and workflow automation that optimise efficiency, reduce risk and free capacity for growth and strategy.

Solutions to reduce your main challenges

We work alongside our clients to provide the right solutions to increase efficiency, reduce regulatory and operational risk, and enable growth and scale across the investment product lifecycle. 

  • Cost & efficiency

    When time-intensive, fragmented workflows across data collection, distribution, reporting and client servicing constrain your operational capacity and margins.

  • Complexity & scale

    When disconnected systems and manual processes limit your ability to accelerate market entry, expand distribution and support scalable operations across regions, channels and partners.

  • Compliance & risk

    When you need to ensure accuracy and compliance through structured data, automated checks and trusted, audit-ready infrastructure across multiple markets and jurisdictions. 

Connecting data with purpose

We are the investment industry's trusted partner connecting manufacturers and distributors through a single source of data and AI-enabled workflows.

  • 311 k+

    Share classes

  • 7 m+

    Prices collected/month 99.5%, of which are automated

  • 100 k

    Active funds

  • 7 m

    Static values checked and updated per month

  • 1.5 m+

    Documents collected/month 600K+ documents produced per year

Trusted by our clients

With our heritage as a leader in accurate financial data, we are the vital link between investment managers and wealth managers across the UK, Europe and Asia Pacific.

We serve 100% of the top 10 and 60% of the top 100 asset managers by Asset Under Management (AUM) globally. 

We actively distribute their output to our vast network of 300+ data partners and institutions such as data vendors, platforms or banks as well as 3,900+ independent financial adviser firms. 

FE fundinfo is a proud founding member of openfunds and ISO certified: ISO 27001 Information Security and ISO 9001 Quality Management. 

Trusted by the industry

WHAT OUR CLIENTS SAY

Essential solutions to meet your everyday challenges

FE Investments were able to build a solution that met our specific needs. In collaboration, we designed unique Clear Cut portfolios to a target ongoing cost and with a discount based on AUM so we can continue to ensure our clients get good value. We were also able to input into what is included in bespoke client facing documents that help engage our clients.

Charlotte Jamieson – Chartered Financial Planner, Clear Cut Financial Planning (1)

Charlotte Jamieson

Chartered Financial Planner, Clear Cut Financial Planning

SOLUTIONS INSTI – Research & Insights 1