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Gen AI wealthtech GPTadvisor signs data agreement framework with FE fundinfo

This strategic partnership will provide new AI capabilities to advisors in Spain and beyond

Today GPTadvisor, the B2B Gen AI wealthtech, announced the signature of a funds data agreement framework with FE fundinfo, a leading financial data company connecting the asset management industry to distribution networks in the UK, Europe and Asia Pacific.


The new strategic agreement will allow fund houses, wealth managers and IFA networks adopting GPTadvisor technology, powered by FE fundinfo golden source data, to boost their productivity, efficiency and sales by harnessing the power of Gen-AI Tech.


FE fundinfo was selected as the primary data provider based on its ability to provide the highest quality data set required for optimal Gen-AI performance. In particular, it stood out for its robust validation controls and comprehensive coverage in terms of fund documents and data fields as well as total universe of instruments required – allowing compliant and high-quality results critical for effective AI adoption.


FE fundinfo’s offering supports the entire fund management product lifecycle and gives asset managers and distribution networks access to the most accurate and timely information. 

Salvador Mas, CEO and Founder at GPTadvisor, said:

This is a huge step forward in GPTadvisor’s mission to provide the best wealthtech solutions for our clients. Financial institutions that work with our SaaS platform will see significant added value through the market data provided by FE fundinfo. This partnership gives a clear competitive edge to our clients. Thanks to this agreement, GPTadvisor will now combine the latest gen-AI wealthtech with the most accurate data from FE fundinfo – all on a single platform.”

Javier Ochoa de Eribe, Account Director at FE fundinfo, said: 


“Gen AI will play a critical role for the wealth management sector in the next few months and years, helping organisations provide a high-quality and truly customised service for their customers more efficiently. High-quality data will be at the heart of that revolution and the partnership between GPTadvisor and FE fundinfo will allow exactly that.”


Nick Whatling, Head of Ecosystem at FE fundinfo, added:


“Great to have a strong new partner join our fast-growing ecosystem. Following our recent partnership with Almis, we are delighted to be positioned as a benchmark for a number of leading wealth management tech providers in Spain for the quality of our data and look forward to working with Salvador Mas and their team on scaling this approach in Europe and beyond.”