Why do Wealth Managers need connected technology?

If fragmentation is slowing you down, integration is how you get back in control.

Financial advisers and wealth managers are under pressure to do more with less. More clients, more reporting, more compliance oversight, all without increasing headcount or overhead.

Technology should be a force multiplier, not a time sink. But that only happens when firms are prepared, technology is built-for-purpose and systems are meaningfully connected.

Let’s explore what true integration can look like and why it’s quickly becoming a strategic advantage for wealth managers.

More than just a feature, integration is a business enabler

When most firms think about “integration,” they imagine a few limited data-sharing points between systems. Like pulling client names from a CRM into a planning tool or exporting investment reports into a PDF for upload elsewhere. Functional, but far from transformative. 

True integration goes deeper than APIs. When implemented strategically, integration unifies workflows, eliminates duplication and ensures every team member is working from the same, consistent data set.

How can integrated tech help advice firms?

Faster onboarding, better first impressions

An integrated system reduces manual data entry and duplicated paperwork during onboarding. As a result, clients experience a smoother, more professional journey from the very first interaction, one that mirrors the high-quality advice you deliver.

More capacity without more overhead

Disparate systems create linear operational costs: more clients typically mean more admin. Integrated tools break that pattern by removing repetitive steps. Advisers and paraplanners spend less time toggling platforms or reconciling reports, and more time engaging clients.

Stronger compliance and cleaner audit trails

With growing regulatory requirements like Consumer Duty, evidencing suitability is an essential part of staying comliant. Integrated systems create consistent data flows, reducing the risk of mismatched assumptions or missing documentation. That makes annual reviews, audits and regulatory checks simpler and less time-consuming.

Happier, more effective teams

Integrated systems are easier to learn, easier to teach, and easier to trust. That helps reduce onboarding time for new hires and lowers frustration across your team. When your tech works with you, not against you, everyone performs better.

Compliance gaps and client confusion 

Fragmented systems make it harder to meet the compliance expectations of the current regulatory environment, especially under Consumer Duty. Inconsistent growth rate assumptions, varying risk metrics and duplicated client records can lead to discrepancies that undermine evidencing suitability.

Firms report spending upwards of 15–20 hours*    per month just reconciling data across tools to prepare compliant reports. That’s time that could otherwise be spent adding value for clients or identifying new growth opportunities. And when projections don’t align between cashflow tools and investment platforms, client confidence erodes. 

Unlocking efficiency with Nexus for Financial Advisers 

To address these challenges, FE fundinfo developed Nexus for Financial Advisers, a fully integrated ecosystem that connects core planning and research capabilities into one seamless experience.

By bringing together the award-winning capabilities of FE Analytics and FE CashCalc, Nexus helps firms eliminate friction in their workflows and deliver consistently high-quality advice.

Here’s how Nexus supports today’s wealth managers:

Streamlined workflows: With single sign-on and no need to duplicate client data, advisers move fluidly between planning, research and review without breaking their stride.

Enhanced client outcomes: Cashflow plans and investment strategies are fully aligned, ensuring tailored and consistent client communications.
Improved team efficiency: Whether you’re a sole practitioner or managing a team of paraplanners and advisers, the shared ecosystem reduces bottlenecks and improves collaboration.

Future-Proofed advice: Nexus supports firms with both historical market data and forward-looking projections, providing the tools to serve today’s clients and tomorrow’s.

Built-in compliance support: Nexus reduces manual work and maintains data consistency across the entire advice journey, helping firms confidently evidence suitability and maintain Consumer Duty standards.

From strategy to reality: How Nexus brings integration benefits to life

The strategic benefits of integration come to life when executed through a platform designed to connect the full advice journey.  While many firms struggle with fragmented systems that promise integration but deliver only basic data sharing, Nexus offers a fundamentally different approach. 

Rather than forcing advisers to adapt their processes to disconnected tools, Nexus creates a unified ecosystem that mirrors how advisory work actually happens. The latest integration between FE Analytics and FE CashCalc demonstrates how connectivity impacts operations on a daily basis. 

Let’s look, how does Nexus turn integration benefits into tangible improvements to operations?

• Efficient workflows driven by single sign-on and single source data
• Saves time with no need to duplicate client data or switch platforms
• Fully aligned client communications, from risk profiling to cashflow to investment research
• It’s easier to meet regulatory obligations with built-in compliance tools
• Greater efficiency across teams: advisers, paraplanners, and wealth managers
• Future-proofed advice process backed by best in market historical fund data and engaging forward-looking tools

Importantly, Nexus sits between your back office and platforms, meaning there’s no need to rip out and replace existing systems. It integrates where it counts – at the heart of the advice journey.

What’s new: Enhanced capabilities inside Nexus 

Unified systems deliver real results through specific features and workflows. With the latest enhancements to Nexus, firms can experience tangible time savings, enhanced planning accuracy and increased scalability. 

The integration leverages real-time asset allocation and weighting data from FE Analytics to generate customised growth templates tailored to each client’s unique holdings.  As a result, cashflow plans and investment modelling have a defined logic, and are aligned to the client’s holdings at a granular level.

This means advisers can now:

• Import holdings directly from their Back Office
• View associated fund documentation within FE CashCalc
• Run a medium scan without switching platforms
• Complete the Attitude to Risk Questionnaire (ATRQ) and transfer results to the FE Analytics Investment Planner
• Stay logged on between FE Analytics and FE CashCalc to avoid disrupting your flow

Each of these capabilities addresses real advice integration challenges. They eliminate data duplication, reduce platform switching and ensure consistency. Plus, because. Nexus is  built on the most comprehensive and accurate data in UK and EMEA, its scalable and fully aligned with evolving regulatory expectations. 

Future-ready, without the growing pains

Wealth managers who invest in unified systems today are laying the foundation for scalable growth in a time when customer expectations are steadily rising. 

With an integrated approach like Nexus, your firm is better equipped to:

• Serve more clients without more stress
• Deliver consistent, engaging advice that builds trust
• Meet regulatory obligations with less manual oversight
• Embrace AI and automation with reliable, unified data

These outcomes are the direct result of integration within the advice process and the right ecosystem to build this on. Step out of the patchwork and into a system of data and solutions that work together with Nexus for Financial Advisers.