Institutional wealth managers
Institutional-grade fund data, analytics and regulatory compliance solutions for wealth managers serving sophisticated clients at scale.
Infrastructure built for institutional scale
Institutional wealth managers require technology infrastructure that matches the sophistication of their investment strategies. Between fragmented data systems, manual portfolio management processes and complex regulatory requirements, investment teams lose valuable time on operational tasks rather than strategic decision-making and client service.
Your clients expect sophisticated investment solutions backed by comprehensive analysis. FE fundinfo provides institutional wealth managers with integrated data, analytics and compliance solutions designed for scale. Our golden source approach delivers consistent, accurate information across portfolio construction, risk management, client reporting and regulatory submissions.
How we support institutional wealth managers
From data complexity to strategic clarity
Managing institutional portfolios across multiple technology systems means your investment teams spend valuable time reconciling data instead of focusing on strategy and client relationships. FE fundinfo provides a unified platform that eliminates fragmented workflows whilst maintaining the audit trails and data quality your governance framework requires.
Institutional-grade data and analytics
Institutional-grade data and analytics
Access comprehensive coverage of over 100,000 active funds, 300,000+ share classes globally through our ISO 27001-certified platform, and 2,000+ managed portfolios accessible via MPS Universe. Your investment teams analyse performance metrics, risk analytics, holdings data and regulatory classifications in unified formats that eliminate the need to reconcile conflicting data points from multiple vendors.
FE Analytics provides portfolio construction tools designed for institutional complexity. Compare thousands of investment options simultaneously, perform multi-factor screening and conduct scenario analysis to evaluate portfolio outcomes. Performance attribution breaks down returns by asset class, manager and security level, identifying sources of alpha and evaluating how tactical decisions impact overall performance.
Through our partnership with investment research and managed accounts specialist Zenith Investment Partners, in combination with our Crown Ratings service, institutional clients access independent research and fund ratings that complement internal analysis, thereby easing product identification during portfolio construction. Heritage Investments, for example, reduced portfolio mapping from 45 minutes to 15 seconds using our platform, eliminating bottlenecks that previously constrained capacity.
Streamlined regulatory compliance
With our Regulatory Document Production and Calculations suite, FE fundinfo simplifies compliance through automated document production and comprehensive audit trails. We process over 550,000 regulatory documents annually across 75+ jurisdictions, maintaining relationships with 60+ national competent authorities. Your compliance teams benefit from our expertise in jurisdiction-specific requirements without building that knowledge internally.
Our platform provides MiFID II transaction reporting, best execution analysis and product governance capabilities. Access detailed cost and charges data, monitor inducements and generate client disclosures necessary to meet regulatory standards.
ESG reporting requirements continue to expand. FE fundinfo's ESG solutions enable institutions to generate comprehensive ESG reports efficiently. One ESG-focused client noted: "We are pleased with the results of using FE fundinfo's ESG report solution. It provides us with comprehensive, accurate and timely communication about the ESG aspects of our funds."
Operational efficiency through integration
Single sign-on access eliminates multiple logins across vendor systems. Your teams access fund data, analytics, research and document libraries through a unified interface. Data validation and quality controls operate automatically, with our ISO 9001-certified processing validating 7 million data points daily.
Our APIs enable seamless integration with your portfolio management systems, CRM platforms and custodial solutions. This connectivity eliminates manual data entry, reduces errors and ensures information consistency across all systems. For institutions using Salesforce, we provide native integration that brings fund data and analytics directly into your CRM environment.
Client reporting capabilities enable you to produce professional, branded reports automatically. One wealth management firm reported saving 15+ working days annually through automated reporting processes.
Proven at institutional scale
Leading institutional wealth managers trust FE fundinfo to support their operations. We currently serve over 4,200 firms including major financial institutions, family offices and multi-adviser practices managing significant client assets.
Rathbones Asset Management confirmed:
"FE fundinfo onboarded our business onto the new service and completed the production on aggressive timelines. Our objectives were delivered on time and to a high standard."
Our infrastructure processes 1.5 million documents monthly whilst maintaining the data integrity and security standards institutional clients require. ISO 27001 certification for information security and ISO 9001 for quality management provide independent validation of our operational controls.
With 30+ years serving the investment industry and coverage spanning 75+ jurisdictions, we understand the unique challenges institutional wealth managers face. Our team combines deep regulatory expertise with technical capabilities, enabling us to anticipate market changes and ensure our solutions evolve to meet emerging requirements.
Transform your institutional operations
FAQs
Frequently asked questions
Our golden source approach delivers validated data from over 100,000 active funds through ISO 27001-certified quality controls. We process information via APIs and direct integrations, eliminating the need to aggregate data from multiple vendors. With 30 years of regulatory expertise and coverage across 75+ jurisdictions, our infrastructure supports complex international operations whilst maintaining institutional-grade reliability.
Our platform accommodates separate managed accounts, multi-manager solutions and model portfolios. Investment teams analyse individual holdings, conduct portfolio-level attribution and generate customised reports across different account structures. Heritage Investments reduced portfolio mapping from 45 minutes to 15 seconds using our analytical tools, demonstrating capability at institutional scale.
We provide comprehensive API connectivity supporting integration with major portfolio management platforms, CRM systems and custodial solutions. Our open architecture enables data exchange through REST APIs, SFTP transfers or direct database connections. For Salesforce users, we offer native integration bringing fund data and analytics directly into your CRM environment.
We produce over 550,000 regulatory documents annually across 75+ jurisdictions, maintaining relationships with 60+ national competent authorities. Our compliance solutions cover fund documentation, ESG reporting powered by Matterhorn, MiFID II transaction reporting and regulatory submissions. Automated validation processes ensure accuracy whilst comprehensive audit trails support regulatory examinations.
We combine comprehensive fund data with sophisticated analytics and regulatory compliance in an integrated platform. Unlike point solutions requiring multiple vendor relationships, our end-to-end approach provides a golden source of truth across operations. With 30 years serving the investment industry, ISO certification and proven delivery for institutions like Rathbones Asset Management, we demonstrate the operational maturity institutional clients require.
Implementation timelines vary based on scope and existing infrastructure. Most institutions see initial data feeds operational within weeks, with full platform integration completed within months. Rathbones Asset Management confirmed: "FE fundinfo onboarded our business onto the new service and completed the production on aggressive timelines." We assign dedicated implementation teams with institutional experience to ensure timeline commitments are met.
Our platform serves institutional wealth managers globally with coverage spanning 75+ jurisdictions across Europe, Asia Pacific and other regions. We maintain relationships with 60+ national competent authorities and provide jurisdiction-specific regulatory compliance support. With offices across the UK, Europe and Asia, we provide local support backed by global capabilities.