Technology Partners
Powering the investment industry through trusted data connectivity
Technology partners across the investment ecosystem rely on FE fundinfo's trusted fund data and intelligent workflows to enhance their platforms, deliver value to clients, scale operations with confidence and increase visibility in the market.
Through our comprehensive data feeds, FE Analytics integrations, and the Nexus platform, we connect your technology with the golden source of investment product information that powers confident decisions across the UK, Europe and Asia Pacific.
How we can help
Your platform's value depends on the quality and reliability of its underlying data. FE fundinfo provides validated, enriched investment data through flexible delivery methods that integrate seamlessly into existing systems.
Our data feeds serve over 9 million static data points, 7 million prices, and 1.5 million documents monthly. Each data point undergoes rigorous validation through our Data Integrity team, supported by 90% automated AI-enabled processes built on regulatory-grade architecture.
Whether through API connections, database updates, XLSX files, or manual entries, we deliver fund information in the format your platform requires. This flexibility eliminates complex data transformation projects whilst ensuring your clients access consistent, audit-ready information.
FE Analytics delivers comprehensive fund research, performance analysis, and portfolio tools that technology partners integrate to enhance client decision-making. The platform provides whole-of-market fund data, risk profiling, yield calculators, and comparison tools through a single interface.
Integration gives your users access to independently validated research without building and maintaining complex data infrastructure. Over 3,900 UK advice firms trust FE Analytics for investment decisions, representing proven reliability your platform can leverage.
The integration supports various use cases: embedded fund selection tools, portfolio analysis capabilities, risk assessment functionality, and client reporting enhancements. Your technical team controls integration depth based on your platform's specific requirements.
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Proven fund research trusted by thousands of investment professionals
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Comprehensive analytics eliminating need for multiple data vendors
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Flexible integration supporting various technical architectures
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Regular platform updates at no additional implementation cost
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Training and support resources for your user base
Nexus transforms fragmented data workflows into unified, intelligent processes across the investment product lifecycle. Technology partners connect through Nexus to access data management, document production, compliance workflows, and distribution capabilities on a single integrated platform.
Built on 30 years of regulatory expertise, Nexus combines trusted data with embedded AI workflows that automate time-intensive processes from data collection to distribution and oversight. The platform handles regulatory frameworks including PRIIPs, SFDR, TCFD, and Swiss Climate Scores, ensuring your platform remains compliant across multiple jurisdictions.
Platform connectivity reduces operational complexity for mutual clients. Asset managers using Nexus for document production can seamlessly distribute through your platform. Wealth management platforms accessing Nexus data eliminate duplicate data entry and reconciliation processes.
Why partner with FE fundinfo?
Trusted data quality
Our position as the industry's golden source of investment product information stems from rigorous data governance, comprehensive validation, and direct relationships with data originators. Technology partners integrating our data eliminate quality concerns that undermine platform credibility.
Proven scalability
Processing over 550,000 regulatory documents annually and serving 4,200 firms demonstrates infrastructure capable of supporting platform growth. Our systems handle market expansion, regulatory change, and increased volume without degrading service quality.
Regulatory expertise
Three decades of navigating European and UK regulatory requirements means platform partners access deep compliance knowledge. We proactively monitor regulatory developments and implement required changes, reducing your platform's compliance burden.
Technical flexibility
Our integration approaches accommodate various technical architectures from lightweight API connections to comprehensive platform integrations. Technical teams retain control over implementation depth and timeline whilst accessing consistent support.
Continuous innovation
Regular platform enhancements, new data sources, and AI-powered capabilities ensure your integration delivers increasing value. Recent additions include Nexus AI functionality, MPS Universe data, and enhanced ESG reporting—all available to existing partners.
Data Feeds: Flexible integration for any architecture
Technology platforms integrate our data feeds to deliver validated fund information directly within their systems. We support multiple delivery methods including REST APIs for real-time access, SFTP for batch processing, database replication for direct synchronisation, and standardised file formats across XML, JSON, CSV, and XLSX.
Partners choose data scope based on their platform requirements: complete market coverage for comprehensive platforms, specific fund universes for targeted solutions, or bespoke data sets matching unique use cases. Our flexible commercial models accommodate platforms at various growth stages with pricing that scales as your business grows.
Integration typically completes within weeks for standard data feeds. Our technical team provides sandbox environments, comprehensive documentation, and direct developer support ensuring smooth implementation. Post-launch, automated updates maintain data currency without ongoing development effort.
FE Analytics: Embedded fund research and analysis
FE Analytics integration gives your platform users access to comprehensive fund research, performance analysis, and portfolio construction tools trusted by 3,900+ UK advice firms. Technology partners embed specific functionality—from fund selection widgets to complete research capabilities—based on platform requirements.
Integration options include API access to specific data sets and functionality, embedded components maintaining your platform's look and feel, white-label implementations under your brand, and single sign-on authentication for seamless user experience. Your development team controls integration depth whilst accessing independently validated research eliminating need for proprietary data infrastructure.
Platform users gain access to whole-of-market fund data, risk profiling and suitability assessment, yield calculators and income planning tools, portfolio analysis and comparison functionality, and MPS Universe for managed portfolio research. Regular platform updates deliver new capabilities to your users through existing integration points.
FE CashCalc: Integrated cashflow planning capabilities
FE CashCalc provides comprehensive cashflow modelling and financial planning tools that technology partners integrate to enhance platform capabilities. The solution delivers tax-aware calculations, lifetime cashflow projections, goal-based planning functionality, and scenario modelling within a single interface.
Integration supports various use cases: embedded planning tools within wealth management platforms, cashflow analysis for portfolio management systems, retirement planning capabilities for adviser platforms, and goal tracking for client portals. Partners implement depth of integration matching their platform's planning requirements.
Technology platforms benefit from proven planning methodology trusted by financial advisers across the UK, regular regulatory updates including pension rules and tax calculations, integration with FE Analytics for investment research, and comprehensive reporting capabilities. The solution eliminates need for building and maintaining complex planning infrastructure whilst delivering professional-grade functionality to your users.
Increase your platform's market visibility
Technology partners integrating FE fundinfo data and products gain exposure to an established network of investment professionals actively seeking trusted solutions.
FE Analytics reaches 3,900+ UK advice firms making daily investment decisions. Platforms connecting through our data feeds access asset managers distributing through our network of 300+ partners across the UK, Europe and Asia Pacific. This connectivity positions your platform where investment professionals already work.
Trustnet attracts 2 million monthly visitors and delivers 10 million+ factsheet views annually. Asset managers and wealth firms using our dissemination network benefit from this visibility. Technology partners providing complementary services gain access to this engaged audience through strategic partnerships.
Our partner directory and dissemination network pages showcase technology providers serving the investment ecosystem. Partners appear in relevant contexts where potential clients evaluate data providers, platform solutions, and integration options.
Visibility benefits:
- Direct exposure to 4,200 firms across the investment ecosystem
- Presence in daily workflows of investment professionals
- Association with the industry's golden source of data
- Featured positioning in partner network communications
- Access to engaged audience through co-marketing opportunities
Our data in numbers
Our operations are ISO 27001 and ISO 9001 certified
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9 m+
static data points processed monthly
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7 m
prices updated regularly
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1 .5m
documents distributed each month
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550 k+
regulatory documents produced annually
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100 k+
active funds covered globally
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300 k+
share classes across all markets
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75 +
jurisdictions with regulatory expertise
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4200
firms served across the ecosystem
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30 +
years of industry experience
Integration and technical support
API documentation and developer resources
Technology partners receive comprehensive API documentation, integration guides, and technical specifications supporting efficient implementation. Our development team maintains detailed endpoint documentation, sample code, and integration patterns for common use cases.
Regular technical updates ensure your integration remains current with platform enhancements. We provide advance notice of breaking changes and maintain backward compatibility where feasible, minimising disruption to your development roadmap.
Dedicated technical account management
Each technology partner works with dedicated technical account managers understanding both FE fundinfo's capabilities and your platform's specific requirements. This relationship ensures integration challenges receive rapid resolution and enhancement requests reach appropriate decision-makers.
Technical account managers coordinate across our product, development, and data teams to address partner needs efficiently. They provide escalation paths for critical issues and act as your advocate within FE fundinfo.
Ongoing platform enhancements
Technology partners benefit from continuous platform investment without additional implementation costs. Regular enhancements include new data sources, expanded jurisdictional coverage, regulatory framework updates, and functionality improvements.
Recent platform additions available to partners include Nexus AI capabilities automating insight generation, MPS Universe providing comprehensive managed portfolio data, and enhanced ESG integration from leading ratings providers. Your platform users access these enhancements through existing integration points.
Get started with FE fundinfo
Discovery and requirements gathering
Initial partnership discussions focus on understanding your platform's data requirements, technical architecture, and specific use cases. We assess integration options ranging from lightweight data feeds to comprehensive platform connectivity based on your objectives.
This discovery phase typically includes technical architecture review, data requirement specification, compliance consideration assessment, and integration scope definition. The process ensures mutual understanding before formal partnership agreements.
Implementation and onboarding
Our technical team supports integration development through dedicated resources, comprehensive documentation, and testing environments. Implementation timelines vary based on integration scope but typically range from weeks for basic data feeds to months for complex platform integrations.
We provide sandbox environments for development and testing, technical support during implementation, user acceptance testing coordination, and phased rollout planning. This structured approach minimises risk whilst delivering value quickly.
Ongoing partnership support
Successful partnerships extend beyond initial integration through continuous communication, platform enhancement updates, and strategic planning discussions. Regular business reviews assess partnership performance and identify opportunities for expanded collaboration.
Technical support continues through established channels providing rapid issue resolution and enhancement request management. We maintain service level agreements ensuring platform partners receive priority attention when issues arise.
Start your partnership with FE fundinfo
Technology partners play a crucial role in the investment ecosystem by delivering platforms that investment professionals depend on daily. FE fundinfo provides the trusted data foundation and intelligent workflows that enhance platform value and support client success.
We welcome discussions with technology providers seeking to enhance their platforms with validated fund data, comprehensive analytics, or integrated regulatory workflows. Our partnership team works with platforms of all sizes across multiple markets and use cases.
Ready to enhance your platform with trusted investment data?
Frequently asked questions
FE fundinfo delivers data through multiple formats and methods to accommodate various technical architectures. We support REST APIs for real-time data access, SFTP for batch file delivery, database replication for direct data synchronisation, and standardised file formats including XML, JSON, CSV, and XLSX. Our technical team works with your developers to determine the optimal delivery method based on your platform's specific requirements and existing infrastructure.
Our data undergoes rigorous validation through multiple quality assurance layers. We source information directly from asset managers, fund registries, and official providers, then apply automated validation rules checking data consistency, completeness, and regulatory compliance. Our Data Integrity team reviews flagged items and maintains audit trails for all data changes. This process, which is 90% automated and AI-enabled, delivers accuracy levels that meet regulatory standards across 75+ jurisdictions. Partners receive data quality reports and can configure alerts for specific data attributes.
Yes, we design integrations around your platform's specific technical architecture and business requirements. Whilst we maintain standardised API endpoints and data formats for efficiency, our technical team accommodates custom mapping requirements, bespoke data filtering, specific update frequencies, and unique authentication methods. Custom integrations require additional scoping during the discovery phase but remain achievable for most use cases. Our goal is seamless integration with your existing systems rather than forcing architectural changes.
FE fundinfo maintains data and documentation supporting major European and UK regulatory frameworks including PRIIPs KIDs, UCITS KIIDs, SFDR disclosures, TCFD reporting, MiFID II requirements, and Swiss Climate Scores. Our platform handles regulatory template production, compliance validation, and cross-border distribution requirements across 75+ jurisdictions. We monitor regulatory developments proactively and implement required changes, ensuring platform partners remain compliant without additional development effort. Regulatory coverage extends to both fund-level and portfolio-level reporting requirements.
Technology partners receive comprehensive support throughout the partnership lifecycle. During integration, we provide dedicated technical account management, complete API documentation and developer guides, sandbox environments for testing, and direct access to our development team. Post-launch support includes ongoing technical assistance through established channels, regular platform enhancement updates, quarterly business reviews assessing partnership performance, and advance notice of breaking changes with migration support. We maintain service level agreements ensuring rapid response to technical issues.
Partnership pricing varies based on integration scope, data requirements, usage volume, and specific use cases. We offer flexible commercial models including data volume-based pricing, per-user licensing, and platform-level agreements depending on your business model. Initial discussions focus on understanding your requirements and user base to structure appropriate commercial terms. We accommodate platforms at various growth stages with pricing models that scale as your business grows. Contact our partnerships team for specific pricing information tailored to your requirements.
FE Analytics integration options range from deep platform embedding to lightweight connectivity based on your requirements. We support embedded fund selection tools within your platform interface, API access to specific FE Analytics functionality, white-label implementations maintaining your brand identity, and user authentication supporting seamless single sign-on. Integration depth depends on your platform's architecture and use cases. Our product team works with you to determine the optimal integration approach balancing functionality, user experience, and development effort.