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Nexus Assistant

The unified, AI-powered platform built around the way financial advisers actually work. Nexus Assistant connects every stage of the advice journey, from the first meeting to the client record, so you spend less time on admin and more time with clients. At its core, Nexus Assistant adds AI to your meeting workflows and cuts meeting admin by up to 50%. 

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Nexus Assistant

An end-to-end platform for financial advisers 

The advice process has a workflow problem. Your tools sit in isolation, so your workflows are disconnected. The gaps between them mean re-keying data, compliance risk and messy audit trails. Notes get written up hours later from memory. Client records drift out of date, because updating them means stopping everything else. 

According to the FE fundinfo Adviser Survey 2026, advisers lose an average of 3.7 hours every week reconciling data across disconnected systems, 192 hours a year given to tasks that could be automated. 

Nexus Assistant changes that. It connects every stage of the advice journey into one continuous workflow. The brief is ready before you walk in. The meeting captures itself. The follow-up is drafted before you leave the room. The client record reflects what was actually said and agreed, with every change yours to approve. 

Unlike standalone notetakers that stop at transcription, Nexus Assistant turns conversation data into compliant documentation, fact-find updates and next-step actions across your existing systems. Built directly on FE fundinfo data and integrated with the tools you already rely on, including FE CashCalc and FE Analytics, it is designed for advisers, paraplanners and growing firms that want to serve more clients without adding admin or compliance risk. The workflow does not change. The gaps between the steps disappear. 

What is Nexus Assistant? 

Nexus Assistant is the AI layer inside Nexus for Financial Advisers. It joins and transcribes your meetings, drafts follow-ups, updates client records on your approval and keeps every output traceable to its source. If you used Nexus AI for Financial Advisers, this is the same capability with a clearer name. 

Nexus Assistant

One platform for the whole client meeting cycle 

Nexus brings the full client meeting cycle into one place, from preparation to handover.

  • Pre-meeting brief

    Walk into every meeting prepared with a brief generated automatically from your FE CashCalc data, so you are not digging through files the night before. 

  • Live meeting capture, web and mobile

    Nexus Assistant auto-joins and records your meetings on desktop, or through the iOS and Android apps for face-to-face sessions, so you focus on the client and not on taking notes.

  • Enhanced notes and data extraction

    Get a structured summary in minutes, with the data that needs updating identified for you. Approve changes with one click and they map straight into the client record and FE CashCalc.

  • One-click handover

    Send the meeting summary and actions to a paraplanner or client in a single click, so nothing gets lost in an email chain.

  • Meeting history and upcoming reviews

    Every prior conversation is stored against the client, and your homepage shows the diary and outstanding actions at a glance. 

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Nexus Assistant

AI you can trust, with every output sourced 

Every note, action and data extract Nexus Assistant produces shows exactly where it came from, whether that is the meeting transcript or the underlying client data. Nothing reaches a client record without your review. 

You approve, edit or reject each output before it is saved. The result is an auditable, defensible record of every client interaction, built into the workflow rather than bolted on afterwards. For firms managing Consumer Duty obligations, evidencing good client outcomes becomes part of the process, not a separate task. 

Built on the FE fundinfo data and tools you already use 

Nexus is built directly on FE fundinfo data and connected to the tools you already work in. 

  • FE CashCalc integration. Cashflow plans and client data flow into your Nexus dashboard, so you see live client cashflow, plans and progress at a glance.
  • FE Analytics and Portfolio Scan. Subscribers get instant insight into holdings, performance and risk for every client portfolio, run from inside the workflow rather than a separate research tool.
  • Conversational search. Find any client information through the chat page, without navigating between systems.
  • Email sync. Connect Outlook or Gmail so meetings, preparation and follow-ups stay in one place. 

Nexus Assistant

Client success

Advisers using FE fundinfo tools are already seeing the results that Nexus is built to scale.

“FE Analytics is a great piece of kit. It gives me everything I need in one place — performance, fact sheets, yield tools, client reporting — and it’s all live data I can trust.”

Adriana Lookman

Wealth Manager

SOLUTIONS ADV – Client Onboarding & Engagement
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See Nexus Assistant in action

Start your free trial or book a 20-minute walkthrough tailored to your firm and your clients. We will show you the full meeting cycle in Nexus, from the pre-meeting brief to the sourced client record. 

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FAQs

Frequently asked questions

Nexus for Financial Advisers is a unified, AI-powered platform that connects every stage of the advice journey, from pre-meeting preparation to client record updates. It is built on FE fundinfo data and integrates with tools including FE CashCalc and FE Analytics.

Nexus Assistant is the AI layer inside Nexus for Financial Advisers. It joins and transcribes meetings, drafts follow-ups and updates client records on your approval. It is the capability previously called Nexus AI for Financial Advisers, now with a clearer name.

Nexus Assistant can reduce meeting admin by up to 50%. This matters because advisers lose an average of 3.7 hours every week, 192 hours a year, reconciling data across disconnected systems (FE fundinfo Adviser Survey 2026).

Yes. Every note, action and data extract shows where it came from, and nothing reaches a client record without your review. You approve, edit or reject each output, which gives you an auditable record that supports Consumer Duty evidencing.

Yes. Nexus integrates directly with FE CashCalc and FE Analytics. FE CashCalc data powers your dashboard and pre-meeting briefs, and FE Analytics subscribers unlock Portfolio Scan for instant insight into holdings, performance and risk.