One source of truth: How wealth managers gain clarity and control with integrated data and documents
Complexity is the norm, but it doesn’t have to be
For many wealth managers, accessing fund data and documents means navigating a tangle of systems, sources and formats. Different providers deliver content on different schedules. Some data is reliable, some is out of date. And when it comes to aligning data with documentation, teams often end up chasing inconsistencies just to meet reporting deadlines or support client queries. This complexity costs organisations an average of $12.9 million per year according to Gartner (2020).
Yet, this fragmented model has become so common that it’s often accepted as inevitable. But with client expectations rising and regulatory requirements becoming more exacting, the costs of working this way are getting harder to ignore. The truth is that complexity isn’t always a sign of sophistication. Sometimes, it’s just a sign of unnecessary friction.
FE fundinfo offers a more coherent approach. By receiving both fund data and documents from a single, trusted source, wealth managers can simplify their operations and gain a more complete, consistent view of the investments they manage.
FE fundinfo offers 32 data (including document) packages across 3,600 unique data fields for more than 100,000 active funds
The challenge of fragmented sources
Working with separate providers for data and documents introduces gaps – some visible, some less so. A document might be accurate, but it’s based on data from a different version than the one used in your reporting tools. A fund’s key characteristics may be updated in the system, but the regulatory template hasn’t caught up. Without synchronisation, wealth managers are forced to verify, re-check and manually align content that should already be consistent.
These gaps affect more than just workflows. Delays in syncing data with documentation can impact client reporting timelines. Manual cross-checking introduces scope for human error, which becomes a compliance concern especially with evolving standards like EMT, EPT and SFDR. And when a client asks for information, teams may find themselves flipping between platforms or pinging providers just to confirm a detail that should have been available from the start.
The result is time lost, effort duplicated and confidence undermined, all because the sources of truth don’t speak to each other.
Why FE fundinfo: Clarity, consistency, control
FE fundinfo addresses this by delivering both high-quality fund data and regulatory documents through one fully integrated service. By working directly with asset managers, we ensure that both content types – whether it's static data points, performance metrics, or regulatory disclosures – are aligned and kept up to date at source.
Everything arrives in a standardised format, tailored to your firm’s systems and workflows. Updates follow a consistent, automated schedule, so you’re not guessing when the next feed will land or wondering whether the data and documents are aligned. With full traceability built in, you’ll always know what was received, when and where it was distributed.
This goes beyond delivery to giving compliance teams, paraplanners and client-facing staff a shared foundation they can trust, so they spend less time checking and more time delivering value.
What this unlocks: Time savings, stronger compliance, better service
Once data and documents flow through a single source, the benefits compound quickly. Teams can respond faster to clients because they’re not checking across systems. Regulatory reporting becomes less reactive and more routine, as content is delivered pre-aligned. Internal processes become lighter and more predictable, and confidence in the underlying data improves across the firm.
This unlocks not just efficiency, but greater resilience. As regulatory requirements shift and clients expect faster insights, wealth managers with a consolidated content pipeline are better equipped to scale, adapt and lead. What was once a source of friction becomes a source of strength.
It’s a smarter, more strategic way of working, particularly for firms looking to grow without multiplying their operational burden.
Ready to bring it together?
If your firm is still sourcing fund data and documents from separate providers, or relying on fragmented or manual processes, it may be time to step back and ask whether that complexity is still serving you. FE fundinfo already powers much of the content wealth managers rely on. Bringing both feeds into one trusted channel is a simple step with significant benefits.
Discover how a unified data and document feed can reduce risk and improve efficiency. Speak to your account manager to see how simple the next step can be.