Financial Advisers & Paraplanners

Nexus provides a framework for goal-based financial planning through connected technology and investment solutions. By integrating client onboarding, financial planning, investment research, and managed portfolios into a unified workflow, you eliminate system switching and data re-keying. This means more time with clients and less time on administration. Firms using our platform report efficiency gains of 55% and annual time savings of 234 hours per adviser. 

Our platform connects with leading back office systems, platforms, and CRM solutions to create a seamless advice workflow. Rather than replacing your existing infrastructure, Nexus sits between your back office and chosen platform, ensuring data flows consistently across all systems. This eliminates manual reconciliation and reduces the risk of errors from re-entering information across multiple platforms. 

FE Analytics provides whole-of-market investment data with advanced modelling, analytical, reporting, and presentation tools in a single platform. You can research individual funds and portfolios, conduct due diligence, perform ongoing monitoring, and create custom reports—all from the same golden source of data. Many advisers use FE Analytics as the foundation of their centralised investment proposition, knowing their research and compliance requirements are comprehensively addressed. 

Yes, our platform is designed for the entire advice team. Paraplanners benefit from the same comprehensive data and tools but can tailor their workflow to support multiple advisers simultaneously. They can switch between different adviser contexts, access specific client portfolios, and create reports for various stakeholders—all while maintaining consistent data quality. The platform's flexibility accommodates different working styles while eliminating the system switching that creates bottlenecks. 

The time savings depend on your current process, but firms report significant reductions in planning time. Our visual cashflow modelling brings clients' financial situations to life quickly, while tools like 'Meet a Goal' determine whether current plans achieve objectives in seconds rather than minutes. Heritage Investments reduced portfolio mapping from 45 minutes to 15 seconds. For practices managing 150 clients, these efficiencies translate to recovering 150+ hours annually that were previously spent on manual processes. 

FE Analytics combines comprehensive whole-of-market data with powerful analytical tools and seamless integration into your advice workflow. You get performance data, fact sheets, yield tools, and client reporting from a single source—with the confidence that all data is accurate and up to date. As Adriana Lokman, a wealth manager at a 60+ adviser firm, explains: "It gives me everything I need in one place and it's all live data I can trust." 

Our platform addresses compliance at multiple levels. FE CashCalc includes tax-aware calculations and regulatory reporting. FE Analytics maintains comprehensive audit trails for investment research and due diligence. The client onboarding tools facilitate secure, remote communication that meets regulatory standards. By consolidating data and maintaining consistent records across the advice journey, you can demonstrate suitability and value while managing regulatory obligations efficiently. 

Yes, our Model Portfolio Service combines accurate financial data, intelligent software, and investment expertise from our award-winning team. The solutions cater to a wide variety of client needs and can be customised to align with your firm's investment philosophy. This provides a compliant centralised investment proposition while letting you focus on delivering financial advice rather than ongoing portfolio management. 

Implementation timelines vary based on your firm's size, existing systems, and integration requirements. Our team works with you to understand your current workflow, configure the platform to match your advice process, and ensure proper integration with your back office and platform. We provide comprehensive training for both advisers and paraplanners to ensure your team can use the technology effectively from day one. 

We're committed to your ongoing success. Our customer service team provides technical support, while our account management helps you optimise your use of the platform as your practice evolves. We regularly update our technology to reflect regulatory changes and industry developments, ensuring you always have access to current tools and data. Many firms also benefit from our training resources and best practice guidance to help new team members get up to speed quickly. 

Yes, our platform offers extensive customisation options. You can create custom reports, configure workflows to match your advice process, build templated approaches for recurring client situations, and tailor the user interface to reflect your firm's branding. For investment research, you can save preferred searches, create watch lists, and establish monitoring alerts relevant to your clients' portfolios. This flexibility means the technology adapts to your practice rather than forcing you to change how you work. 

Our secure digital environment and relationship management tools enable remote communication between you and your clients throughout the advice journey. Clients can share information securely, review financial plans, and engage in the process from the beginning—eliminating the pain points of traditional paper-based processes. This elevated client experience saves time for both you and your clients while maintaining proper security and compliance standards. 

We maintain ISO 27001 certification for information security management, demonstrating our commitment to protecting client data. Our secure digital environment uses encryption and access controls to ensure information remains confidential. With over 30 years in the industry and relationships with more than 4,200 firms, we understand the critical importance of data security in financial services and maintain the rigorous standards your clients expect.