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Nexus AI for Financial Advisers

Our integrated agentic AI layer is purpose built for financial advisers, supercharging the UK's most popular financial planning tools, supporting better client engagement, and saving you heaps of time on admin.

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Meeting your needs

Reduce admin by 50%

Nexus AI is our AI tool for financial advisers. It helps you cut through admin and compliance burden, giving them more time to focus on clients and growth. It turns meeting conversations into connected workflows, reduces duplication, and surfaces timely insights — delivering up to 50% gains in operational efficiency.

 

 

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  • 50% of your meeting time back

    Whether it's annual reviews or onboarding, Nexus AI removes the burden of admin following all your client meetings. No more manual follow ups or re-keying into your systems.

  • Stronger client experiences

    Say goodbye to the distraction of notetaking in meetings and delayed follow ups. Nexus AI gives you AI powered notetaking and flexible, instant outputs.

  • Up-to-date client data across all systems

    Nexus AI pulls key client data directly from conversations and syncs across FE CashCalc, FE Analytics and your back office without re-keying.

  • Business growth

    With time back from meeting admin, you can focus on serving more clients, more closely and growing your business

KEY FEATURES

Powering action through AI in Wealth Management

Delivering instant outputs from within your existing process

Smart data capture

Nexus AI for Financial Advisers automatically records all your meetings to identify and extract key information from your conversations, enabling you to focus on your clients - not on frantically taking notes.

Unlike other transcription tools, it then identifies where data in your systems needs updating and prompts you to review changes before mapping them directly into an FE CashCalc fact find. 

Say goodbye to re-keying headaches and errors.

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  • Extracts key client data from conversations
  • Suggests where data needs to be updated
  • Syncs seamlessly after your review
  • No more meeting admin and manual updates

Integrated with your tools

Harnessing AI effectively in your advice process can only be possible with AI that is able retrieve, write and act on data across all your systems. The last thing you need is another totally new system to somehow fit into your process, that's hamstrung by not having access to all your data.

Nexus AI integrates with FE CashCalc and FE Analytics as well as twelve back office systems (through FE CashCalc). This allows it to highlight and update client data discrepencies off the back of your client conversations as well as drawing on client portfolo data from FE Analytics.

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  • AI layer in FE CashCalc and FE Analytics
  • Checks meeting insights against client data on file
  • Updates data across systems following your approval
  • Surfaces portfolio data from FE Analytics at your request

Flexible templates

While every advice firm has their own approach, parts of the process are often repetitive, whether it's a suitability document, vulnerability assesment or just a sumary of what you you discussed in a meeting. Nexus AI allows you to reate and save any document template requests to use over and over again - quickly providing the outputs you need after all your conversations.

This significantly reduces your admin and enables you to follow up with clients faster, keeping them engaged in your advice process.

 

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  • Create any template you need
  • Saved to use over and over again instantly
  • Enables quick follow ups for an engaging client experience
  • Reduced admin burden

Use Case

Nexus AI Compliance Checker

Real-time compliance support for suitability reports and advice documentation Financial advisers spend over 20% of their time on compliance and documentation tasks. Between reviewing suitability reports, checking mandatory disclosures and ensuring Consumer Duty principles are met, compliance reviews create delays that slow down client service. Manual reviews are time-consuming and introduce the risk of human error. When compliance officers identify gaps or missing disclosures, documents bounce back to advisers for corrections, extending turnaround times and frustrating clients who expect prompt service – and creating more work for you. For firms managing hundreds of client cases simultaneously, this admin burden directly constrains growth. You can't take on additional clients when you’re tied up in compliance checks and paraplanners spend hours reviewing documentation that could be better spent on higher-value research and analysis.

How Nexus AI Compliance Checker works 

The Compliance Checker will review advice documentation in real time against FCA requirements. Before you send a suitability report to a client, Nexus AI will check completeness, flag missing mandatory disclosures and identify potential Consumer Duty issues. 

  • Document review assistance: Nexus AI will examine suitability reports against regulatory requirements, highlighting sections that need attention before submission. 
  • Regulatory reference suggestions: The system will reference relevant FCA guidance and requirements, showing you precisely which regulations apply to specific advice scenarios. 
  • Risk identification support: Potential compliance risks will be flagged immediately, with clear explanations of what needs addressing and why it matters.
  • Audit documentation assistance: Every review will be logged automatically, creating a comprehensive audit trail that demonstrates your firm's commitment to compliance standards. 

The Compliance Checker will operate within the same secure FE fundinfo environment as your existing tools. No client data leaves the platform. No data is used to train external AI models. 

What this means for your firm 

  • Faster turnaround times: Catch compliance issues before internal review, reducing the back-and-forth between advisers and compliance officers. 
  • Reduced compliance risk: Systematic checks against FCA requirements mean fewer gaps in documentation and stronger audit trails. 
  • More capacity for growth: When compliance checks happen in seconds rather than hours, advisers will be able to serve more clients without compromising quality or regulatory standards. 
  • Consistent standards: Every document will receive the same thorough review, regardless of which team member prepared it, ensuring firm-wide compliance consistency. 
  • Focus on advice, not admin: Paraplanners and advisers will spend less time on documentation reviews and more time on client-focused activities that drive value. 

Nexus AI for Financial Advisers will transform compliance from a bottleneck into a seamless part of your advice workflow. Documentation will be checked as you work, not after you've finished. Compliance becomes proactive rather than reactive. 

Register your interest 

The Compliance Checker is currently in development. Your feedback helps us prioritise features that matter most to advisory firms. It may be that not all the aspects described above are part of the final tool. 

Register your interest to influence development priorities and receive early access when the feature becomes available. 

AI in financial advice

How Nexus AI is supporting financial advice

"We’re on the very first step of an exciting AI transformation in advice. AI is already transforming individual workflows, but across integrated systems and deep data pools, the possibilities are endless. These foundations are what separates Nexus AI for Financial Advisers; it has access through FE Analytics and FE CashCalc to the richest data and most meaningful integrations in the market. As we develop more agents, this will enable Nexus AI to do so much more to support you, while fitting smoothly into your existing tech stack."

Jodie Gallagher

Head of UK IFA product

Jodie Gallagher

Use Case

Nexus AI Suitability Report Assistant

Professional, comprehensive suitability letters in a fraction of the time. Writing suitability reports is one of the most time-consuming tasks in the advice process. Advisers can spend hours drafting comprehensive documentation that explains client circumstances, analyses needs, justifies recommendations and meets FCA requirements. Each report must be thorough yet readable, personalised yet consistent, detailed yet accessible. You need to document every aspect of the client conversation, reference relevant regulations and articulate complex financial concepts in language your clients understand. We know the frustration for advisers, you’ve already done this work and explained it to your clients but documenting it takes as much time again. And for firms managing 150 active clients, this documentation translates to hundreds of hours annually. The challenge intensifies under regulatory pressure. Consumer Duty requires clear explanations of how recommendations meet client needs. Suitability letters must demonstrate you've understood objectives, assessed capacity for loss and considered alternatives. When advisers are buried in report writing, they have less time for the face-to-face interactions that build relationships and drive growth. Template-based approaches help but create their own problems. Generic language feels impersonal. Copy-paste errors slip through. Templates become outdated as regulations evolve. You still spend significant time customising each report to reflect individual client circumstances.

How the Suitability Report Assistant works 

The Suitability Report Assistant will generate comprehensive, personalised suitability letters based on your client data and advice approach. The system will draft professional documentation that you review, refine and send. 

Suitability letter drafting assistance: Nexus AI for Financial Advisers will create structured reports that document client circumstances, analyse needs against objectives and articulate your recommendations with supporting rationale. 

  • Client needs analysis support: The system will reference client data from your fact find, highlighting how recommendations align with stated objectives, risk tolerance and capacity for loss 
  • Regulatory framework reference: Relevant FCA requirements and Consumer Duty considerations will be woven into the documentation, ensuring your reports demonstrate regulatory compliance. 
  • Template customisation options: You’ll be able to configure your firm's standard language, preferred structure and house style so every report reflects your brand whilst remaining thoroughly personalised to each client. 

Generated reports will use natural, accessible language that clients can understand. Technical concepts are explained clearly. Recommendations will be justified with reference to specific client circumstances. The documentation will read as though you wrote it yourself, because you maintain full control over the final content. 

What this means for your firm 

  • Dramatically reduced drafting time: Generate comprehensive first drafts in minutes rather than hours, freeing advisers to focus on client relationships and business development. 
  • Consistent quality standards: Every report will follow the same thorough structure and includes all mandatory elements, regardless of which team member handles the case. 
  • Personalised documentation at scale: Serve more clients without sacrificing the personalised approach that builds trust and demonstrates your value. 
  • Regulatory confidence: Reports will systematically address Consumer Duty requirements and FCA guidance, strengthening your compliance position. 
  • Support for paraplanners: Junior team members will be able to produce high-quality documentation with built-in guidance on structure, content and regulatory requirements. 
  • Faster turnaround for clients: Reduce the time between advice meetings and final documentation delivery, improving client experience and accelerating implementation. 

Nexus AI for Financial Advisers will handle the heavy lifting of report structure and drafting whilst you will maintain complete control over personalisation and final content. You're not outsourcing your advice process, you'll be eliminating the administrative burden that prevents you from focusing on what matters most. 

Register your interest 

The Suitability Report Assistant is currently in development. Your feedback helps us prioritise features that matter most to advisory firms. It may be that not all the aspects described above are part of the final tool. 

Register your interest to influence development priorities and receive early access when the feature becomes available. 

Frequently asked questions (FAQs)

Everything you might need to know about Nexus AI for financial advisers

AI tools are supporting workflows for people across almost all industries to be efficient and reduce admin. As such they are particularly powerful for those dealing with a high ammount of admin such as financial advisers.

Already, different AI tools are able to support on different parts of the financial advice process. Particularly, this incudes meeting note taking and transcription which are being used by 90% of FInancial Advisers.

AI tools are only as powerful as the data they can access. It's vitally important that financial advisers chose a tool that can access to both their client their data and broader fund and portfolio data like Nexus AI.

With not enough, or even incorrect data to pull from, financial advisers risk AI agents and tools that take the wrong actions or return false information.

Unlike Otter.ai, ChatGPT, Copilot or DeepSeek, Nexus AI was built for the financial advice industry. This means it is ideally suited as an AI tool for financial advisers.

Nexus AI also integrates with the financial planning and portfolio research tools most commonly used by UK financial advisers; FE Analytics and FE CashCalc. As well as this, it can push data to 12 advice industry specific back office systems allowing it to integrate smoothly and read and write data across your tech stack. 

Nexus AI is our AI tool for financial advisers. It helps you cut through admin and compliance burden, giving them more time to focus on clients and growth. As with any AI, the posibilities are endless as we develop more functionality and you test it with your requests.

Currently, financial advisers are using it to:

  1. Record, identify and extract key information from conversations with clients, enabling them to focus on the clients - not on frantically taking notes.
  2. Automatically update client data across all their systems based on your meetings with clients
  3. Customise outputs with flexible templates to deliver any kind of report or follow up off the back of meetings

 

Nexus AI is fully secure in the following ways:

  • Trusted & Familiar: Nexus AI runs within the same infrastructure as your existing FE fundinfo tools. No new vendor. No new learning curve. No new risk. 
  • Compliant by Design: Our systems adhere to strict data protection standards and comply fully with GDPR, our Privacy Policy and Terms of Services, just like CashCalc or FE Analytics. You can find these policies here: https://www.fefundinfo.com/legal-and-policies.
  • Tailored to Your Needs: Nexus AI understands the context of fund documents, client portfolios, and financial regulation — giving you relevant, accurate answers in seconds.
  • Secure & Private: No client data is used to train third-party models. All processing happens in our secure infrastructure.

Yes. Nexus AI operates within FE fundinfo’s secure infrastructure. No data is shared externally or used to train public AI models.

It is built and maintained by the FE fundinfo product and engineering teams, ensuring full oversight and compliance with our standards.

No. Nexus AI is integrated directly into the FE fundinfo products you already use. It’s intuitive and easy to start.

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