Private & Retail Bankers
Fund data and digital solutions for private, retail and savings banks
Private Banking
Comprehensive fund data and analytics for private banks
Deliver sophisticated investment solutions through trusted data and advanced analytics
Private banking clients demand comprehensive investment analysis, sophisticated portfolio construction, and transparent reporting. FE fundinfo provides the data infrastructure and analytical tools your relationship managers need to serve high-net-worth and ultra-high-net-worth clients with confidence.
We process 9 million data points and deliver comprehensive fund coverage across 75+ jurisdictions, supporting private banks in creating bespoke investment solutions for discerning clients.
Private Banking
How we can help
Data is our core business. We are ISO-accredited, leading the provision and transmission of our golden source fund data through our Data Feed Portal and global distribution network, with specialised solutions designed for the sophisticated requirements of private banking.
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Robust regulatory compliance
Private banking operates under heightened regulatory expectations. Between suitability assessments, ongoing monitoring, and comprehensive documentation requirements, your teams need efficient compliance solutions.
FE fundinfo simplifies regulatory compliance through automated document production and distribution. Our platform creates pre-contractual documents, facilitates compliant filing to regulatory bodies across 60+ national competent authorities, and maintains comprehensive audit trails. Your relationship managers access the regulatory documentation they need without delays or administrative burden.
As the largest fund document production supplier in Europe, we maintain close relationships with template issuers and regulators. This positioning ensures you stay ahead of regulatory shifts while focusing on client relationships rather than compliance administration.
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Optimised data management
Data quality underpins every investment decision in private banking. Your clients expect accurate performance analysis, comprehensive risk assessment, and sophisticated portfolio construction capabilities.
Our Data Feed Portal gives you direct access to our golden source fund database covering 100,000+ active funds and 300,000+ share classes globally. Whether you need static data for due diligence, dynamic performance metrics for portfolio reviews, or ESG data for sustainability-focused clients, our portal delivers comprehensive fund information.
We help onboard, validate and distribute your model portfolio data at a holdings level to equip your relationship managers and investment advisers to conduct objective due diligence, create bespoke comparisons, and produce comprehensive client reports.
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Enhanced operational excellence
Private banking clients expect seamless service delivery. System inefficiencies, data inconsistencies, and fragmented tools undermine the premium experience your clients require.
Our data and technology solutions are made to perform and scale with your existing operating model, while our integrated and flexible distribution solutions streamline the flow of data effectively through your systems and wealth management tools.
Single sign-on access, unified workflows, and consistent data across platforms allow your teams to focus on client relationships rather than system management. Your relationship managers spend time understanding client objectives and constructing portfolios, not reconciling data or switching between multiple tools.
Private Banking
Discover more about our golden source fund data and digital solutions
Manage your wealth management and fund distribution with integrated data and technology tailored for private banking sophistication.
Data & Document Feeds
Our state-of-the-art Data Feed Portal gives you access to our golden source fund database. Whether you need static, dynamic, or regulatory data, our portal gives you the flexibility and control to access your necessary data points, determine the frequency and format in which they are delivered – ready to be fed into your bank-owned or bank-aligned platforms, critical to sophisticated portfolio management and client service.
- Direct from source
- Global coverage
- Regulatory compliance
- Cost & risk mitigation
Research & Insights
Gain sector insights and conduct value assessments of funds with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials for your clients.
Support portfolio construction conversations with immediate access to performance attribution, risk analysis, and comparative metrics. One platform delivers the analytical depth your private banking clients expect.
- Benchmark & research funds
- Wealth of data at your fingertips
- Comprehensive data & document coverage
Why private banks choose FE fundinfo
At the heart of the investment product lifecycle for over 30 years, FE fundinfo combines data excellence with regulatory expertise. Our ISO 27001 and ISO 9001 certifications demonstrate our commitment to the quality and security standards that private banking operations require.
Between our golden source fund database, automated document production, and integrated analytics solutions, private banks gain the infrastructure needed to serve sophisticated clients effectively. Your relationship managers access consistent, accurate data across all touchpoints while maintaining regulatory compliance across multiple jurisdictions.
Our technology supports the bespoke service delivery that defines private banking. Whether your clients require complex portfolio construction, multi-jurisdiction compliance, or comprehensive ESG integration, our platform delivers the capabilities your relationship managers need without operational complexity.
Elevate your private banking service delivery
Private Banking FAQs
Frequently asked questions
We cover 100,000+ active funds and 300,000+ share classes across 75+ jurisdictions. Our database includes static data for due diligence, dynamic performance metrics for portfolio monitoring, comprehensive risk analytics, and detailed ESG information. Private banks receive global fund coverage with the analytical depth required for sophisticated client service.
We validate and distribute your model portfolio data at holdings level, enabling your relationship managers to conduct objective due diligence and create bespoke client comparisons. Portfolio data flows seamlessly into your wealth management tools, supporting comprehensive client reporting and ongoing portfolio monitoring.
Yes. Our Data Feed Portal and distribution architecture integrate with bank-owned platforms, bank-aligned wealth management tools, and proprietary portfolio management systems. We support various data formats and delivery frequencies, allowing integration without platform replacement. Single sign-on capabilities streamline relationship manager workflows.
Our ESG Reporting solution provides comprehensive sustainability data, including SFDR classifications, SDR disclosures, and TCFD reporting. Access detailed ESG metrics for individual funds, create sustainability-focused portfolio analysis, and integrate financial and ESG data in client reporting. Support impact investing, ESG integration, and thematic sustainability strategies through structured ESG information.
We receive data directly from fund managers and asset management companies, process it through our ISO-certified quality controls, and distribute it with consistent formatting. This golden source approach eliminates intermediaries and ensures your relationship managers work from accurate, verified information. Comprehensive audit trails support regulatory compliance and internal governance requirements.
FE Analytics delivers comprehensive fund research, performance attribution analysis, risk profiling, ESG credential assessment, and comparative analytics. Relationship managers can benchmark portfolios, conduct value assessments, and analyse fund characteristics across multiple dimensions. One platform provides the analytical depth required for sophisticated private banking conversations.
Our coverage spans 75+ jurisdictions with relationships established with 60+ national competent authorities. We handle jurisdiction-specific regulatory requirements, document templates, and compliance obligations. Private banks serving international clients leverage our existing infrastructure for cross-border investment capabilities.
We combine 30 years of regulatory expertise with end-to-end solutions designed for sophisticated wealth management. As both the largest fund document producer in Europe and a comprehensive data provider, we deliver integrated capabilities rather than point solutions. Our golden source approach ensures consistency across data feeds, documents, analytics, and digital tools, supporting the seamless service delivery private banking clients expect.
Retail and Savings Banks
Scale your investment fund distribution through trusted data and purpose-built technology
Retail and savings banks face mounting pressure to expand investment product offerings while managing complex regulatory requirements and evolving customer expectations. FE fundinfo delivers the data infrastructure and digital tools you need to distribute funds confidently at scale.
We process 9 million data points and produce 550,000 regulatory documents annually, serving as the golden source of truth for retail and savings banks across 75+ jurisdictions.
Retail and Savings Banks
Features and benefits
Retail and savings banking teams operate under intense regulatory scrutiny. Every fund offering requires accurate documentation, timely filings, and audit-ready records.
FE fundinfo simplifies regulatory compliance through automated document production and distribution. Our platform creates pre-contractual documents, facilitates compliant filing to regulatory bodies across 60+ national competent authorities, and maintains comprehensive audit trails. Between KIID production, PRIIPs KID generation, and SFDR disclosures, we eliminate manual processes that slow your time to market.
As the largest fund document production supplier in Europe, we maintain close relationships with template issuers and regulators. This positioning allows us to advocate for changes that benefit our clients while ensuring you stay ahead of regulatory shifts.
Data quality determines your ability to serve customers effectively. Incomplete or inconsistent fund information creates operational bottlenecks, compliance risks, and poor customer experiences.
Our Data Feed Portal gives you direct access to our golden source fund database covering 100,000+ active funds and 300,000+ share classes globally. Whether you need static data, dynamic performance metrics, or regulatory documentation, our portal delivers the data points you require in your preferred format and frequency.
Your teams receive data directly from source with consistent formatting across all touchpoints. This eliminates reconciliation work, reduces data errors, and ensures your customer-facing platforms display accurate information. For retail and savings banks managing multi-jurisdiction operations, unified data access streamlines compliance and operational workflows.
Retail and savings banking operates on efficiency. Every manual process, system integration challenge, or data inconsistency constrains your ability to scale fund distribution profitably.
FE fundinfo's technology solutions integrate with your existing infrastructure without disruption. Our flexible distribution architecture feeds data directly into your bank-owned platforms, wealth management tools, and customer portals. Single sign-on access, unified workflows, and consistent data formats reduce training requirements and operational overhead.
Through our integrated approach, your teams spend less time managing data feeds and more time supporting customers. Model portfolio data flows seamlessly to your advisers, enabling objective due diligence and comprehensive client reporting. Your operations scale without proportional increases in headcount or cost.
Data is our core business. We are ISO-accredited, leading the provision and transmission of our golden source fund data through our Data Feed Portal and global distribution network.
Retail and Savings Banks
Discover more about our golden source fund data and digital solutions
Manage your fund distribution and wealth management operations with integrated data and technology.
Data & Document Feeds
Our state-of-the-art Data Feed Portal gives you access to our golden source fund database. Whether you need static, dynamic, or regulatory data, our portal gives you the flexibility and control to access your necessary data points, determine the frequency and format in which they are delivered – ready to be fed into your bank-owned or bank-aligned platforms, critical to fund distribution for retail and savings banks.
- Direct from source
- Global coverage
- Regulatory compliance
- Cost & risk mitigation
German distribution through Dericon, powered by FE fundinfo
For retail and savings banks operating in Germany, we provide direct access to one of the country's largest distribution channels through our Dericon platform. This innovative web-based solution connects you to the Sparkassen Group network, serving 50 million customers across Germany.
Dericon, powered by FE fundinfo supports the compliant structuring of financial products with access to more than 1.5 million investment instruments. The platform provides comprehensive product information from a single source, integrated risk monitoring, and independent research capabilities. More than 150 leading banks and global investment houses use this distribution network in their advisory processes.
Through our German distribution hub, retail and savings banks access market data, regulatory solutions, and transparent product structuring tools that meet growing regulatory obligations in Germany and the EU. The platform enables efficient fund distribution whilst ensuring compliance with local regulatory requirements.
Retail and Savings Banks
Why retail and savings banks choose FE fundinfo
At the heart of the investment product lifecycle for over 30 years, FE fundinfo combines data excellence with regulatory expertise. Our ISO 27001 and ISO 9001 certifications demonstrate our commitment to quality and security standards that retail and savings banking operations require.
Between our golden source fund database, automated document production, and integrated digital solutions, retail and savings banks gain the infrastructure needed to compete in modern wealth management. Your teams access consistent, accurate data across all customer touchpoints while maintaining regulatory compliance across multiple jurisdictions.
Our technology scales with your business. Whether you're expanding product ranges, entering new markets, or enhancing digital capabilities, our platform adapts without requiring system replacements or lengthy implementations.
Retail and Savings Banks
Sparkassen Distribution Intelligence
Germany's Sparkassen network represents one of Europe's most influential retail banking systems, serving millions of customers through 360+ institutions. For investment managers targeting this market, understanding Sparkassen fund distribution requires specialised intelligence that generic platforms cannot provide.
FE fundinfo's Fund and Structured Products Research platform delivers comprehensive Sparkassen distribution data across the entire network. Track which funds individual Sparkassen institutions recommend, monitor shifts in distribution patterns, and identify emerging opportunities before competitors. Our platform aggregates recommendation data from Sparkassen websites, providing visibility into the exact funds promoted to retail investors across Germany's regions.
This intelligence proves particularly valuable for investment managers seeking to expand their German retail presence. Fund and Structured Products Research reveals which asset classes individual Sparkassen favour, which fund houses maintain strong relationships, and where distribution gaps create market entry opportunities. Between 2020 and 2023, Sparkassen assets under management grew 11% to €1.38 trillion, making distribution access increasingly valuable.
The platform's filtering capabilities allow investment managers to segment Sparkassen by region, asset size, and current fund preferences. This enables targeted relationship building and distribution strategies aligned with specific institutional priorities. For fund houses already working with Sparkassen, Fund and Structured Products Research provides competitive intelligence on how peers position products and where your funds gain or lose recommendation status
Combined with FE fundinfo's broader German market data and regulatory documentation capabilities, Fund and Structured Products Research transforms Sparkassen distribution from an opaque relationship-driven process into a data-informed growth strategy.
Retail and Savings Banks FAQs
Frequently asked questions
We cover 100,000+ active funds and 300,000+ share classes across 75+ jurisdictions. Our database includes static data, dynamic performance metrics, regulatory information, and ESG data. Retail and savings banks receive comprehensive coverage for UK, European, and global fund ranges from a single golden source.
We process 550,000+ regulatory documents annually and maintain relationships with 60+ national competent authorities. Our automated document production stays current with regulatory changes, and our close relationships with template issuers allow us to advocate for client-friendly compliance solutions. Each jurisdiction's specific requirements are addressed through our comprehensive regulatory compliance platform.
Yes. Our Data Feed Portal and distribution architecture integrate with bank-owned platforms, wealth management tools, and customer portals. We support various data formats and delivery frequencies, allowing you to feed information into existing systems without replacement. Single sign-on capabilities and unified workflows reduce training requirements.
Our ESG Reporting solution produces SFDR, SDR, and TCFD reports, integrates financial and ESG data into existing fund factsheets, and provides structured ESG data for customer enquiries. Retail and savings banks access comprehensive sustainability information without building internal ESG research capabilities.
Implementation timelines vary based on scope and existing infrastructure. Our proven track record includes aggressive timeline deliveries for major financial institutions. Most retail and savings banks see initial data feeds operational within weeks, with full platform integration achieved within months. We assign dedicated implementation teams to ensure timeline commitments are met.
We receive data directly from fund managers and asset management companies, process it through our ISO-certified quality controls, and distribute it with consistent formatting. This eliminates intermediaries, reduces errors, and ensures your teams work from the same accurate information across all systems and customer touchpoints.
Our coverage spans 75+ jurisdictions with relationships established with 60+ national competent authorities. We handle jurisdiction-specific regulatory requirements, document templates, and compliance obligations. Retail and savings banks expanding geographically leverage our existing infrastructure rather than building market-specific capabilities from scratch.
We combine 30 years of regulatory expertise with comprehensive end-to-end solutions. As both the largest fund document producer in Europe and a leading data provider, we deliver integrated solutions rather than point products. Our golden source approach ensures consistency across data feeds, documents, and digital tools.