Why wealth managers need compliance and sophistication from a single data provider
Complexity is the new normal
Wealth managers today face a data environment that is anything but simple. As fund universes expand and regulations evolve, managing accurate, timely and compliant fund data has become a high-stakes task, costing organisations an average of $12.9 million per year, (Gartner 2020). At the same time, clients expect faster insights, more transparency and greater reporting precision. This is a difficult balance to strike when the underlying data infrastructure is fragmented or outdated.
In this landscape, reliable data is a strategic requirement rather than just a back-office need. Compliance, operational efficiency and client trust all hinge on the quality and accessibility of your fund information. What’s needed isn’t more data but better data, delivered through a solution that’s as sophisticated as it is dependable.
The risk of fragmented data solutions
Many wealth managers continue to rely on multiple data vendors, each covering different areas of fund information. This patchwork approach may seem manageable at first, but over time it introduces significant operational friction. Inconsistent formats, duplicated fields and mismatched fund identifiers force teams to spend valuable time reconciling data before it can be used, if it’s usable at all.
Beyond inefficiency, there’s a more serious risk: compliance. As regulators become more demanding, especially around templates like EMT, EPT and SFDR, the margin for error shrinks. When compliance data is sourced from disparate systems, it becomes harder to track updates, ensure alignment or prove auditability. The risk of outdated, incomplete or misfiled information increases along with the cost of remediation.
Fragmentation also weakens control. With no single source of truth, visibility into data flows diminishes. It becomes harder to answer questions like “Has this fund’s EMT been updated?” or “Are we still using the right version of this data template?” In these moments, having one trusted provider makes all the difference.
What sophistication and compliance from a single source really means
Sophistication is about capability, not complexity. A truly sophisticated data solution supports your business, rather than making more work for it. That means delivering accurate, regulation-ready fund data, not piecemeal content. It means letting you filter, format and schedule data according to your systems, not the limitations of your provider. It means data that’s always up-to-date, regulation-ready and presented in a format that requires no rework.
FE fundinfo’s Data Feeds platform is built around this principle. It provides a single point of access to comprehensive fund data, spanning static and dynamic fields, portfolio holdings, regulatory templates and more. Clients configure what they need, how they want to receive it and when. The result is consistency, accuracy and control, all built into a platform that evolves with your business.
Crucially, compliance is not an add-on. With support for over 70 jurisdictions and multiple regulatory standards, the platform helps you stay aligned with your obligations without the need for additional systems or manual checks. This embedded intelligence allows wealth managers to focus on analysis, reporting and client outcomes rather than chasing down data gaps or formatting issues.
FE fundinfo offers 32 data (including document) packages across 3,600 unique data fields for more than 100,000 active funds
How FE fundinfo delivers both – without compromise
FE fundinfo’s Data Feeds are not only comprehensive but also secure and efficient. Our client support team configures them to your specifications, allowing you to tailor your data feeds precisely. You can choose from a wide catalogue of fields, filter by fund group, currency, or jurisdiction, and select the output formats and frequencies that best match your internal workflows.
Data is delivered automatically via your preferred method (FTP, SFTP, API or email) with full audit trails, notifications and access controls. Whether you need daily updates for performance data or monthly regulatory templates, the system adapts to your needs. And because it’s drawn from a single, consistently maintained data source, you can rely on the quality of every record.
Importantly, this level of control doesn’t come with extra complexity. The system is designed to reduce manual work, not add to it. By centralising and automating your data flows, it frees up time and reduces the strain on internal teams – while ensuring consistency across client reporting, internal analysis and regulatory submissions.
Through our partnership with Snowflake, we further enhance data accessibility for our clients. This collaboration allows FE fundinfo’s comprehensive fund reference data to be available on the Snowflake platform, providing streamlined access to over 300,000 fund share classes. By integrating our trusted data within Snowflake’s scalable and secure environment, we unlock new efficiencies and insights within your existing workflows. This partnership empowers your organization to stay competitive, mitigate risks, and focus on your core strengths.
Why it pays to consolidate with a trusted partner
Working with a single, strategic data provider delivers convenience alongside a competitive advantage. By consolidating your data delivery with FE fundinfo, you’re not just streamlining operations. You’re building resilience, reducing regulatory exposure and positioning your firm for growth in an increasingly data-driven market.
More than just a system upgrade, this is a foundation for confidence: knowing that the data you rely on is right, every time.
Let’s talk about how your firm can simplify compliance and scale with confidence. Speak to our team today about your data strategy.