Half the picture isn’t enough: Why wealth managers need both data and documents from one source
Wealth managers today work in an environment where decisions must be fast, well-informed and regulatory-proof. That kind of precision demands more than just good data or well-prepared documents – it requires both. Relying on only one type of feed, whether it’s fund data or supporting documentation, means working with an incomplete view of the funds you monitor, recommend or report on.
Structured data delivers the quantitative backbone of fund research and portfolio construction, while documents like KIIDs, factsheets and prospectuses provide the contextual and legal framing necessary for client disclosure and regulatory obligations. Separately, each plays a role. But together, they form the complete story. Without both, gaps emerge; gaps that slow processes, introduce risk and erode confidence.
The hidden risks of relying on one feed
If you currently receive data feeds but not documents, your systems may be well-fed but your reporting still relies on sourcing documentation manually or from third-party portals. This adds complexity when verifying data points against official sources or preparing for due diligence checks. Without synced documentation, teams often spend time chasing the latest versions, risking out-of-date disclosures or incomplete audit trails.
On the other hand, if you rely on document feeds but not data, you're missing the structured layer that drives automation, analysis and integration across platforms. Tasks such as building fund comparisons, assessing performance trends or flagging changes to key attributes become slower and more prone to error. Without the data feed, much of the document content must be manually interpreted or re-entered into internal tools – an approach that simply doesn’t scale.
In both scenarios, the result is the same: greater operational burden, longer reporting cycles and reduced confidence in the consistency of information shared internally or with clients.
Why alignment matters: Data and documents in sync
By using both feed solutions from FE fundinfo, wealth managers gain access to data and documents that are not only accurate and up to date but fully aligned. Because both streams are drawn from the same trusted source and delivered through the same platform, the risk of discrepancies between a fund’s attributes and its official documentation is significantly reduced.
This alignment matters most when deadlines are tight or regulatory scrutiny is high. Whether you’re running a quarterly reporting cycle, responding to a client audit or validating the latest SFDR or PRIIPs templates, having data and documents in sync gives you a consistent foundation to work from. It removes the need to cross-check between systems or guess which version is correct. It also ensures that updates flow through automatically so you can spend less time on verification and more time delivering value to clients.
What you unlock with the full picture
When both data and documents are integrated into your systems, the impact is immediate. Reporting becomes faster and more reliable. Regulatory checks require less manual effort. Fund selection and performance analysis are backed by a complete, trustworthy picture of each investment.
This isn’t just about reducing effort but making better decisions. When all the information you need is delivered in a consistent format, updated on schedule and easily integrated into your tools, your team can move with speed and confidence. And your clients can feel that difference in the clarity and quality of the service you provide.
It also means less duplication across teams. The same aligned feed can serve multiple functions, from research and portfolio analysis to client communications and compliance oversight, thereby eliminating the inefficiencies of managing data and documentation in separate silos.
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One source, no extra effort
If you’re already consuming either data or document feeds from FE fundinfo, expanding to the complementary service is straightforward. Both are delivered through the same system. All you need to do is agree with your account manager the scope of the new feed.
It’s not about replacing what works - it’s about adding what’s missing. And when that addition fills a compliance gap, reduces internal effort and improves the quality of decision-making across your business, it becomes more than just a small upgrade. It becomes a strategic step forward.
See the full picture. Speak to your account manager about adding data or document feeds to your current setup.