- Nexus for Asset Managers
  
  Registration & Filing
  
  Global Funds Registration
  
  Regulatory Filing & Reporting
  
  European Facilities Services
  
  Regulatory Outputs
  
  Regulatory Data Templates & Calculations
  
  PRIIPs & UCITS
  
  AIFMD
  
  SFDR
  
  TCFD
  
  Marketing & Fund Centres
  
  Factsheet Production
  
  Digital Tools
  
  Ratings
  
  Trustnet
  
  Swiss Climate Scores
  
  ESG Reporting
  
  Distribution Support
  
  fundinfo.com / etfinfo.com
  
  Fund Data and Document Dissemination
  
  Fee & Distribution Channel Management
  
  MPS Directory
  
  My Data
- Nexus for Financial Advisers
  
  Nexus AI for Financial Advisers
  
  Client Onboarding & Engagement
  
  Client Portal
  
  Financial Planning
  
  Cashflow Planning
  
  Tax Calculators
  
  Investment Research
  
  Risk Profiling
  
  Fund Research & Portfolio Analysis
  
  Platform Switching & Due Diligence
  
  Model Portfolio Service
  
  Risk-Managed Portfolios
  
  Tailored Portfolios
  
  Feeds
  
  Data Feeds
  
  Document Feeds
  
  Document Production
  
  Factsheets
  
  ESG Reporting
  
  Digital
  
  Digital Solutions
  
  Research & Insights
  
  FE Analytics & FinXL
  
  Data feed portal
Client success stories
View all

FE fundinfo's 2025 Wealthy Advent Calendar

Check back in daily for the latest tip!

Adventteasers Day1

1 December

Tip #1: Code Importers in FE Analytics

Learn more about the code importer functionality in FE Analytics

Adventteasers Day 2

2 December

Tip #2: Pushing Portfolios from FE Analytics into FE CashCalc

Learn more about the integration between FE Analytics and FE CashCalc

Adventteasers Day 3

3 December

Tip #3: Changing a Portfolio Benchmark in FE Analytics

Learn how to update or change the benchmark for your portfolio in FE Analytics

Adventteasers Day 4

4 December

Tip #4: Setting Up and Managing Alerts in FE Analytics

Learn how to configure alerts in FE Analytics

Adventteasers Day 5

5 December

Tip #5: Portfolio Importer in FE Analytics

Learn how to use the Portfolio Importer feature in FE Analytics

Adventteasers Day 6

6 December

Tip #6: Customising Your FE Analytics Experience

Learn how to personalise FE Analytics

Adventteasers Day 7

7 December

Tip #7: Using the FE CashCalc Client Portal

Learn how the Client Portal in FE CashCalc enhances collaboration

Adventteasers Day 8

8 December

Tip #8: Filtering the New MPS Universe in FE Analytics

Learn how to apply filters to the Managed Portfolio Service (MPS) Universe in FE Analytics

Adventteasers Day 9

9 December

Tip #9: Reviewing a Portfolio’s Risk and Return Over Time

Learn how to analyse historical risk and return metrics in FE Analytics

Adventteasers Day 10

10 December

Tip #10: Moving an ATRQ between FE CashCalc and FE Analytics

Learn how to transfer an ATRQ seamlessly between FE CashCalc and FE Analytics

Adventteasers Day 11

11 December

Tip #11: Visualise trends through the Performance Line Chart feature in FE Analytics

Learn how to unlock the full potential of the Performance Line Chart in FE Analytics

Adventteasers Day 12

12 December

Tip #12: How to reflect a transfer in FE CashCalc

Learn how to accurately record transfers in your cashflow plans

Adventteasers Day 13

13 December

Tip #13: Using FE Analytics to analyse market trends

Learn how to spot emerging trends, compare sectors and regions and turn data into actionable insights

Adventteasers Day 14

14 December

Tip #14: Generating key investment reports quickly

Learn how to create comprehensive investment reports in FE Analytics

Adventteasers Day 15

15 December

Tip #15: Discover the power of FE AdviserAsset

Learn how FE AdviserAsset can help you streamline your investment research

Adventteasers Day 16

16 December

Tip #16: Benchmark a portfolio against a UK MPS benchmark

Learn how to compare your portfolio performance with UK MPS benchmarks in FE Analytics

Adventteasers Day 17

17 December

Tip #17: How to access free training for FE CashCalc and FE AdviserAsset

Learn how to take advantage of our free training resources

Adventteasers Day 18 14

18 December

Tip #18: How to use Investment Planner and ATRQ within FE Analytic

Learn how to combine Investment Planner with the ATRQ to create tailored investment strategies

Adventteasers Day 18 18

19 December

Tip #19: How to use Investment Planner to find a suitable portfolio for your client

Learn how to leverage Investment Planner in FE Analytics

Adventteasers Day 20

20 December

Tip #20: Finding and using ESG data in FE Analytics

Learn how to access ESG metrics and compare sustainability scores

Adventteasers Day 21

21 December

Tip #21: How to add a new client to FE Analytics

Learn how to quickly set up new client profiles

Adventteasers Day 22

22 December

Tip #22: How to organise your saved items in FE Analytics

Learn how to manage and organise your saved portfolios, reports and templates in FE Analytics

Adventteasers Day 23

23 December

Tip #23: How to use FE Analytics to better diversify your fund picks

Learn how to identify diversification opportunities using FE Analytics

Adventteasers Day 24

24 December

Tip #24: How to demonstrate regular withdrawals and savings in FE Analytics

Learn how to model regular withdrawals and savings in FE Analytics

Celebrate the wealthy holiday season with us!

This festive season we bring you insights that make a difference! Our Wealthy Advent Calendar brings you 24 short videos packed with tips, tools, and best practices catered towards financial advisers to help them manage funds more efficiently, stay compliant, and deliver more value to their clients. Each day unlocks a new way for advisers to simplify workflows and empower client decisions.