Scaling growth through connected intelligence with Nexus AI
Every great advisory relationship is built on trust. But sustaining that trust now demands more than financial expertise. It requires precision, consistency and efficiency across every client interaction.
That’s a tall order for today’s financial advisers. Between compliance requirements, data capture, and documentation, many firms spend nearly as much time recording, updating and extracting information as they do advising. Nexus AI changes that dynamic by introducing a secure, purpose-built layer of intelligence designed to simplify operations and unlock growth.
A smarter way to scale
Embedded within Nexus, Nexus AI automates the administrative work that slows advisers down and turns everyday actions into connected workflows that run seamlessly in the background.
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Save 30-60 minutes per meeting, as Meeting Agent records and transcribes client sessions automatically.
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Generate compliant summaries and next steps in seconds with AI-Powered Reporting.
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Eliminate manual entry and reduce errors with Smart Data Capture that feeds client details directly into FE CashCalc fact-finds.
Together, these capabilities help advisers cut admin time by up to 50%, reduce compliance risk and improve client service without leaving the secure Nexus environment.
Built on trust, powered by expertise
FE fundinfo has long been the backbone of the industry’s data infrastructure. With the launch of Nexus AI, that same foundation of accuracy and transparency now underpins a new era of connected intelligence.
Unlike many generic AI tools, Nexus AI is purpose-built for regulated financial professionals. It operates within existing systems, drawing on FE fundinfo’s verified datasets to ensure outputs are both intelligent and compliant. The result is a technology layer that enhances, rather than disrupts, the adviser workflow.
As FE fundinfo’s Global Head of Product Adam Graham said at launch, “We’re excited to continue to developing Nexus AI’s capabilities in line with what matters most to our clients.” That guiding principle ensures every feature serves a clear purpose: to make advisers’ work more efficient and human-centred.
From efficiency to advantage
Efficiency is only the beginning. Firms that prioritise efficiency will have a first-mover advantage when they leverage intelligent automation to scale precision and strengthen relationships.
By embedding AI directly into daily operations, Nexus AI enables that shift. With a strong foundation of efficiency and accuracy, advisers gain more space for their reasoning and empathy to shine.
Built for the next decade of advice
The future of advice will belong to firms that combine trusted data, intelligent systems and personal insight. Nexus AI delivers all three by integrating seamlessly into the FE fundinfo ecosystem to help advisers grow with confidence and control.
Scale smarter when you explore the power of Nexus AI, schedule a personalised demo.