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Nexus for Financial Advisers — Compliance, efficiency and scalability

Nexus for Financial Advisers combines powerful tools to streamline your workflow, eliminate repetitive tasks and deliver tailored client solutions. From cashflow forecasting to portfolio rebalancing, Nexus ensures you save time, enhance client value and remain fully compliant.

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FEATURES & BENEFITS

Connecting financial advice

Transform your advisory practice with a seamlessly integrated technology ecosystem that bridges the gap between historical analysis and future planning while optimizing regulatory requirements and reporting.

This result is a unified, evidence-based approach to financial advice powering time and cost efficiencies that, ultimately, bring the focus back to delivering stellar client outcomes.

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  • AI smart data capture & reporting

    Extracts key client details from meeting transcripts and maps them directly into FE CashCalc fact finds. Eliminates re-keying, reduces errors, and generates client-ready recaps or next steps. 

  • Streamline workflows and reduce inefficiencies

    Save time and eliminate repetitive tasks with seamless integration across CRM, cash flow forecasting, and portfolio analysis tools. Automate data transfers, reduce errors, and focus on delivering exceptional advice and client outcomes. 

  • Elevate client value with engaging and tailored solutions

    Use goal-based financial planning tools, risk assessments, and forward-looking growth projections to create personalized, data-driven strategies. Compare old vs. new portfolios side by side and present clear, engaging reports that demonstrate the impact of your advice.

  • Ensure compliance and data security

    Stay ahead of regulatory requirements with tools that automate processes like risk profiling, portfolio rebalancing, and FCA-compliant reporting. Maintain data integrity and security with a single, accurate flow of information backed by bank-level encryption. 

  • Foster client trust and build long-term relationships

    Deliver a superior client experience with visually engaging tools, digital reports, and secure client portals. Simplify complex financial concepts and empower clients to make confident decisions about their financial future. 

  • AI meeting agent

    Automatically joins and transcribes meetings, saving up to an hour per client session. Produces compliance-ready notes and frees advisers to focus fully on client conversations.

PORTFOLIO

How we support you

Nexus AI

Nexus AI for Financial Advisers helps you cut through admin and focus on what matters most—your clients. Integrated directly into FE CashCalc, FE Analytics, and FE fundinfo’s trusted datasets, it simplifies meetings, documentation, and compliance while creating capacity for growth. 

With AI-powered workflows, you spend less time on note-taking, rekeying data, and producing reports—and more time building relationships and growing your business. 

  • Save 30–60 minutes per meeting with automated transcription and notes
  • Turn transcripts into recaps, next steps, or client summaries
  • Map client data directly into FE CashCalc fact finds
  • Eliminate re-keying and reduce errors
  • Connect meetings, planning, and research in one workflow
  • Work seamlessly within your existing toolkit
  • Unlock scalable growth without adding staff

Seamless FE Analytics and FE CashCalc integration

Advisers can now enhance their forecast portfolio growth, enabling projections based on the asset allocation of actual client holdings rather than generic growth rates. By uniting the analytical depth of FE Analytics with the planning precision of FE CashCalc, advisers can now deliver highly personalised, forward-looking financial advice with unprecedented speed and accuracy. 

Integrating FE CashCalc with FE Analytics, we have created a one-of-a-kind unified offering that bridges historical analysis and future planning.  

  • Analyse investments and plan cashflows without switching systems
  • Bring together fund data and client goals
  • Run Monte Carlo simulations based on your clients' actual portfolio
  • Dramatically increases efficiency and demonstrates the value after your recomendations

Client onboarding and engagement

Manually onboarding clients is a time-intensive task, which takes up valuable meeting time and is not cost effective. 

Transform client engagement with our client portal. It elevates all the pain points of a traditional onboarding and annual review experience for financial advisers, and their clients, by providing a secure digital environment to securely communicate and share information with each other remotely. 

By enabling your clients to complete tasks in advance, you'll not only save valuable time, but you'll both be able to focus on what really matters most when you are together.

With our integrations, the client data you collect retains its accuracy and flows straight into our financial planning tools for further analysis, as well as your back-office and the other technology you use, enabling a more productive and efficient process.

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  • Engage your clients in the advice process
  • Transform client communication and service
  • Seamless and secure client data management
  • Maintain a full audit trail
  • Increase efficiency and productivity

Financial planning

To provide good client outcomes and help clients achieve both their financial and life goals, advisers need to conduct robust financial planning that is not only aligned to their specific objectives, but also takes into consideration their attitude to risk, capacity for loss and future potential scenarios.

With the country's market-leading cashflow modeller, you can create powerful and engaging lifetime cashflow plans which will bring their financial situation to life. 

Visually map out your clients' financial plans and help ensure that they have enough money to support their needs and goals.

Present your recommendations simply and visually for clients to easily understand and make informed decisions. 

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  • Focus on goal-based financial planning
  • Create powerful lifetime cashflow plans
  • Model potential scenarios and stress test plans
  • Ensure suitability of your recommendations
  • Enhance client understanding

Investment research

Our fund and investment research software brings together portfolio construction, analysis, risk profiling, due diligence, and ongoing monitoring. It can power your entire investment proposition, whether you invest in individual funds, multi-asset funds or DFMs.

We combine technology, expertise and relationships with over 300+ data partners and institutions to provide you with accurate, golden source fund data, documents and tools to analyse your clients' investments, recommend suitable alternatives and create client-friendly reports that support your recommendations. 

Our software seamlessly connects with most back-office systems so you can import client data from source to begin your analysis, as well as from our client portal and cashflow modeller.

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  • Provide good outcomes for your clients
  • Demonstrate the suitability of your recommendations
  • Gain a holistic view of your investment proposition
  • Win new business
  • Improve efficiencies

Managed portfolios

Our model portfolio service is a full and scalable outsourced investment proposition that has financial advisers at its core. We work hand-in-hand with partner advisers to fully understand your challenges, support your business model and meet your clients’ needs. 

Working with us, you can reduce compliance risk and administrative burden with an innovative and robust investment process while benefiting from a market-leading communication package that educates and engages your clients; setting your business apart to help retain existing clients and win new ones.

Our risk-focused portfolios are driven with data insights and are fully integrated with our investment research software, enabling you to undertake detailed analysis and access factsheets and reports at the click of a button. 

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  • Match investments to your clients' unique needs and goals
  • Strengthen your investment process
  • Provide customer service excellence
  • Shape our expertise around your business and requirements
  • Spend more time with your clients and growing your business
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FAQs

Frequently asked questions

Nexus for Financial Advisers is FE fundinfo's integrated platform that connects financial advisers with trusted investment data, cashflow planning software and portfolio analysis tools through a single unified workflow. The platform combines FE Analytics for fund research, FE CashCalc for financial planning and embedded AI capabilities to help advisers deliver efficient, compliant advice whilst reducing time spent on administrative tasks and data reconciliation across multiple systems.

Nexus helps advisers improve client outcomes by providing comprehensive, trustworthy investment data alongside sophisticated planning and analysis tools in one connected platform. Advisers can conduct thorough fund research, create detailed cashflow projections, model goal-based scenarios and generate client-ready reports using consistent, reliable data throughout.

The platform's integration eliminates data re-keying errors, ensures accuracy across all client communications and enables advisers to spend more time on meaningful client conversations rather than administrative processes.

Financial advisers using Nexus report significant efficiency improvements including 55% operational efficiency increases, savings of 234 hours annually and reduction of portfolio mapping time from 45 minutes to 15 seconds.

The platform eliminates manual data entry across systems, automates compliance documentation, streamlines client meeting preparation and provides single sign-on access to all essential tools. Advisers can serve more clients without additional overhead whilst maintaining high-quality, personalised service.

Nexus seamlessly integrates FE Analytics and FE CashCalc to create a unified advice workflow. Advisers can conduct fund research and portfolio analysis in FE Analytics, then flow investment recommendations directly into FE CashCalc's tax-aware financial planning tools without re-entering data.

]This integration enables advisers to demonstrate how specific investment choices impact clients' long-term financial goals, model different scenarios and present comprehensive advice that connects product selection with cashflow outcomes in one connected journey.

Nexus differentiates itself through its position as the industry's golden source of investment data combined with purpose-built UK adviser tools.

Unlike fragmented solutions requiring multiple logins and data reconciliation, Nexus provides end-to-end coverage from fund research through cashflow planning with consistent, trusted data throughout.

The platform offers deep UK regulatory expertise, tax-aware calculations, integration with open banking and over 80% adoption among UK advisory firms, making it the standard for professional financial advice delivery.