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My Data for Wealth Distributors

A single, interactive view of your data requests to streamline communication and provide real-time insights.

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MEETING YOUR NEEDS

The fund data challenge for Wealth Distributors

Distributors rely on fast, accurate data to power client reporting, platform listings and downstream operations. Yet many teams still face growing volumes of data requests, slow communication cycles and limited visibility into the progress of their queries. As product ranges expand and investor expectations rise, so does the pressure to keep data flowing smoothly across the entire ecosystem. 

The symptoms?

  • Increasing numbers of data queries and manual follow-ups 
  • Limited transparency into case status and data availability 
  • Fragmented communication between teams 
  • Delays in receiving the right data for the right instruments 
  • Difficulty spotting recurring issues or trends 

When you depend on timely and accurate fund data, clarity and control are essential. My Data for Wealth Distributors gives you the visibility and insight to manage your data interactions with confidence. 

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  • Visibility & Control

    A centralised, transparent view of all data requests raised 

  • Operational Efficiency

    Reduced manual exchanges thanks to streamlined case submission and tracking 

  • Data Intelligence

    Interactive analytics that reveal trends, bottlenecks and data availability 

  • Time Saving

    Faster resolution cycles and fewer administrative overheads 

My Data Distributors (2)

What is My Data for Wealth Distributors? 

My Data for Wealth Distributors is a new application within the Nexus platform, purpose-built to give distributors a clear, interactive view of their data requests and case management. Acting as a single access point, it enables you to manage and analyse your data-related queries in real time. 

Designed to reduce manual communication and provide greater operational transparency, the platform unlocks a more efficient way of working with FE fundinfo. With dashboards that surface trends and coverage gaps, distributors gain a deeper understanding of their requests and the availability of the data they need. 

KEY FEATURES

My Data Modules

Case Analytics

A 12-month overview of all cases raised by the distributor. It allows teams to track ongoing requests, monitor resolution progress, and submit new cases directly through the dashboard. The module provides a range of views—from summaries and case categories to instrument and data coverage—that help you understand where issues arise and how they are being resolved. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
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Trends & Insights

The Trends & Insights dashboard provides a deeper analytical view of all data-related queries raised within the past 12 months. It enables distributors to explore patterns in their requests, assess data acquisition progress across instruments and domiciles and drill down into specific case details for smarter decision-making. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
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