Why every IFA needs an AI-Driven workflow: welcome to Nexus AI

Advisers have long been caught between two competing demands: growing client expectations and the subsequent administrative load that comes with additional compliance, documentation and reporting. The industry’s prevailing technology stack has helped, but often by adding more systems rather than simplifying them.

FE fundinfo’s new Nexus AI rebalances that equation. It brings intelligence directly into the tools that advisers already use — including Nexus, FE Analytics and FE CashCalc — transforming disconnected tasks into one connected and intelligent workflow. 

The advice profession is at a pivotal moment. With regulation shaping higher expectations around client care, data accuracy and transparency, many firms are looking for ways to meet these demands without impeding growth. 

That’s where purpose-built AI comes in. While generic tools are detached from adviser workflows bringing inherent risk, Nexus AI has been designed from the ground up for the realities of financial advice.  

Powered by FE fundinfo’s golden source of data — and enriched by the advanced capabilities of its recent Lunar AI acquisition — it applies intelligence securely inside the platforms that advisers already know. 

As Financial IT reported at launch, Nexus AI ‘transforms essential tasks, from compliance checks and research to documentation and client servicing, into secure, connected workflows that minimise risk, save time and surface actionable insights’. 

Rather than tacking on another layer of technology, Nexus AI is built to bring the existing stack to life. 

Advisers know that every client meeting is packed with valuable insights, but capturing, processing and using that information effectively can take hours.  

Most AI notetakers stop at transcription. Nexus AI goes further, turning conversation data into compliant documentation, fact-find updates and next-step actions across your existing systems. These tools save time and help advisers build momentum with their clients:  

• Meeting Agent automatically joins and records client sessions, keeping you focused on the conversation while it builds the foundation for everything that follows. 

• AI-Powered Reporting transforms transcripts into structured outputs (from client recaps and suitability reports to follow-up templates), ensuring every meeting produces ready-to-use documentation. 

• Smart Data Capture pushes captured details directly into FE CashCalc fact-finds and integrated CRMs, removing double entry, reducing errors and instantly updating client records.  

The result is not just a cleaner transcript, but a complete post-meeting workflow that keeps your data accurate, your compliance on track and your clients engaged. 

Artificial intelligence only adds value when it’s grounded in quality data, clear processes and security you can trust. FE fundinfo’s advantage lies in its unique position at the centre of the investment data ecosystem, connecting advisers, asset managers and platforms through a verified data source. 

As reported by Fintech Global, the launch of Nexus AI brings together previously fragmented systems into one intelligent workflow, uniting compliance checks, research, documentation and client servicing under a single, connected layer. 

Nexus AI is only the beginning. FE fundinfo’s product roadmap includes expanding AI capabilities into product research, portfolio benchmarking and automated, compliant-by-design reporting. Each development is guided by a simple philosophy: AI should serve the adviser, not the other way around. 

That’s why every Nexus AI feature has been built to integrate with the tools advisers already rely on.  

Nexus AI gives IFAs the tools to meet challenges confidently, with a workflow that’s intelligent by design and built for real-world use. 

If you’re ready to see how connected intelligence can simplify your business, schedule a personalised demo.