Paratus Wealth announces strategic partnership with FE fundinfo
Paratus Wealth is pleased to announce a new partnership with FE fundinfo, integrating FE CashCalc, a leading digital onboarding tool, into its advisory workflows. The collaboration enables Paratus Wealth to deliver a user-friendly and technologically advanced planning process to its growing international client base.
Through FE CashCalc, Paratus Wealth will streamline its client onboarding and cashflow forecasting workflows with a single, comprehensive solution. This gives their clients the choice to complete laborious paperwork remotely and at a time of their choosing.
This seamless, digital client journey—from onboarding and document collection through to intuitive cashflow modelling allows both data accuracy and regulatory robustness with FE CashCalc’s client portal protected by AES-256 encryption and bank-level security.
"Partnering with FE fundinfo allows us to bring truly best-in-class technology into our advice process. FE CashCalc’s onboarding tools and client portal transform the way clients interact with us—combining security, efficiency, and clarity in a way that aligns perfectly with our mission to deliver high-quality, internationally focused financial planning."
“FE CashCalc has proved exceptionally popular with UK advisers, with thousands of them relying on it to power secure and efficient client onboarding and ongoing communication. Seeing Paratus Wealth export these high standards into the international advice market is an exciting development not least for their existing clients and future clients; as they’ll receive superior support in the years ahead.”
About FE fundinfo
FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific through a single integrated platform: Nexus.
The only platform of its kind, Nexus connects fragmented data across the investment product lifecycle, turning it into a strategic asset that drives cost efficiency, manages risk and enables growth.
With over 30 years of expertise, FE fundinfo empowers investment professionals to streamline operations, improve client outcomes and make confident, data-driven decisions.
For more information: fefundinfo.com.
About Paratus Wealth
Paratus Wealth is an international financial planning firm specialising in wealth management, cross-border advice, and long-term strategic financial planning for globally mobile professionals, families, and business owners.
Founded on the principles of transparency, personal service, and technical excellence, Paratus Wealth combines international advisory expertise with cutting-edge technology to deliver tailored financial solutions across jurisdictions.
With clients located around the world, Paratus Wealth is committed to raising the standard of international financial advice by pairing robust financial planning with a modern, secure, and highly engaging client experience.