Nexus AI for Financial Advisers
Smarter advice. Less admin. More client time.
Nexus AI for IFAs brings intelligence and efficiency directly into the tools you already use. Built into Nexus and seamlessly integrated with FE CashCalc, FE Analytics, and FE fundinfo’s trusted datasets, it simplifies the advisory process from client meetings to reporting.
What Nexus AI delivers:
- Meeting Agent – Automatically joins and transcribes meetings, saving 30–60 minutes and keeping you fully present with clients.
- AI-Powered Reporting – Turns transcripts into flexible outputs—such as recaps, next steps, or summaries—so you spend less time on paperwork and more time advising.
- Smart Data Capture – Extracts client information and maps it into FE CashCalc fact finds, eliminating double entry and reducing errors.
- Integrated Workflows – Connects meetings, planning, research, and reporting into one intelligent, connected process.
- Embedded into Your Toolkit – Works inside your existing platforms, enabling you to scale your business without adding staff.
The result
- Experience 50% less time spent on admin tasks, meaning you can focus more on growing your business.
- Reduce compliance risk with accurate, consistent outputs.
- Strengthen client relationships by spending more time on what matters most.
- Unlock growth potential by serving more clients without increasing overheads.
Looking ahead
Nexus AI will continue to evolve—expanding into areas such as:
- Data-driven insights for product research and portfolio benchmarking.
- Automated reporting and compliant-by-design workflows
Ready to reimagine advice delivery? Get in touch with the form below: