Nexus AI for Financial Advisers
Our integrated agentic AI layer is purpose built for financial advisers, supercharging the UK's most popular financial planning tools, supporting better client engagement, and saving you heaps of time on admin.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
Meeting your needs
Reduce admin by 50%
Nexus AI is our AI tool for financial advisers. It helps you cut through admin and compliance burden, giving them more time to focus on clients and growth. It turns meeting conversations into connected workflows, reduces duplication, and surfaces timely insights — delivering up to 50% gains in operational efficiency.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
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50% of your meeting time back
Whether it's annual reviews or onboarding, Nexus AI removes the burden of admin following all your client meetings. No more manual follow ups or re-keying into your systems.
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Stronger client experiences
Say goodbye to the distraction of notetaking in meetings and delayed follow ups. Nexus AI gives you AI powered notetaking and flexible, instant outputs.
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Up-to-date client data across all systems
Nexus AI pulls key client data directly from conversations and syncs across FE CashCalc, FE Analytics and your back office without re-keying.
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Business growth
With time back from meeting admin, you can focus on serving more clients, more closely and growing your business
KEY FEATURES
Powering action through AI in Wealth Management
Delivering instant outputs from within your existing process
Smart data capture
Nexus AI for Financial Advisers automatically records all your meetings to identify and extract key information from your conversations, enabling you to focus on your clients - not on frantically taking notes.
Unlike other transcription tools, it then identifies where data in your systems needs updating and prompts you to review changes before mapping them directly into an FE CashCalc fact find.
Say goodbye to re-keying headaches and errors.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
- Extracts key client data from conversations
- Suggests where data needs to be updated
- Syncs seamlessly after your review
- No more meeting admin and manual updates
Integrated with your tools
Harnessing AI effectively in your advice process can only be possible with AI that is able retrieve, write and act on data across all your systems. The last thing you need is another totally new system to somehow fit into your process, that's hamstrung by not having access to all your data.
Nexus AI integrates with FE CashCalc and FE Analytics as well as twelve back office systems (through FE CashCalc). This allows it to highlight and update client data discrepencies off the back of your client conversations as well as drawing on client portfolo data from FE Analytics.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
- AI layer in FE CashCalc and FE Analytics
- Checks meeting insights against client data on file
- Updates data across systems following your approval
- Surfaces portfolio data from FE Analytics at your request
Flexible templates
While every advice firm has their own approach, parts of the process are often repetitive, whether it's a suitability document, vulnerability assesment or just a sumary of what you you discussed in a meeting. Nexus AI allows you to reate and save any document template requests to use over and over again - quickly providing the outputs you need after all your conversations.
This significantly reduces your admin and enables you to follow up with clients faster, keeping them engaged in your advice process.
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
- Create any template you need
- Saved to use over and over again instantly
- Enables quick follow ups for an engaging client experience
- Reduced admin burden
Frequently asked questions (FAQs)
Everything you might need to know about Nexus AI for financial advisers
AI tools are supporting workflows for people across almost all industries to be efficient and reduce admin. As such they are particularly powerful for those dealing with a high ammount of admin such as financial advisers.
Already, different AI tools are able to support on different parts of the financial advice process. Particularly, this incudes meeting note taking and transcription which are being used by 90% of FInancial Advisers.
AI tools are only as powerful as the data they can access. It's vitally important that financial advisers chose a tool that can access to both their client their data and broader fund and portfolio data like Nexus AI.
With not enough, or even incorrect data to pull from, financial advisers risk AI agents and tools that take the wrong actions or return false information.
Unlike Otter.ai, ChatGPT, Copilot or DeepSeek, Nexus AI was built for the financial advice uindustry. This means it is ideally suited as an AI tool for financial advisers.
Nexus AI also integrates with the financial planning and portfolio research tools most commonly used by UK financial advisers; FE Analytics and FE CashCalc. As well as this, it can push data to 12 advice industry specific back office systems allowing it to integrate smoothly and read and write data across your tech stack.
Nexus AI is our AI tool for financial advisers. It helps you cut through admin and compliance burden, giving them more time to focus on clients and growth. As with any AI, the posibilities are endless as we develop more functionality and you test it with your requests.
Currently, financial advisers are using it to:
- Record, identify and extract key information from conversations with clients, enabling them to focus on the clients - not on frantically taking notes.
- Automatically update client data across all their systems based on your meetings with clients
- Customise outputs with flexible templates to deliver any kind of report or follow up off the back of meetings
Nexus AI is fully secure in the following ways:
- Trusted & Familiar: Nexus AI runs within the same infrastructure as your existing FE fundinfo tools. No new vendor. No new learning curve. No new risk.
- Compliant by Design: Our systems adhere to strict data protection standards and comply fully with GDPR, our Privacy Policy and Terms of Services, just like CashCalc or FE Analytics. You can find these policies here: https://www.fefundinfo.com/legal-and-policies.
- Tailored to Your Needs: Nexus AI understands the context of fund documents, client portfolios, and financial regulation — giving you relevant, accurate answers in seconds.
- Secure & Private: No client data is used to train third-party models. All processing happens in our secure infrastructure.
Yes. Nexus AI operates within FE fundinfo’s secure infrastructure. No data is shared externally or used to train public AI models.
It is built and maintained by the FE fundinfo product and engineering teams, ensuring full oversight and compliance with our standards.
No. Nexus AI is integrated directly into the FE fundinfo products you already use. It’s intuitive and easy to start.
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