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Nexus — the integrated platform connecting the investment industry

FE fundinfo's Nexus platform transforms fragmented data into a unified ecosystem, powering confident investment decisions across the entire product lifecycle. Our end-to-end platform connects investment managers, wealth managers and data partners through trusted data and AI enabled intelligent workflows—delivering the efficiency, compliance and growth capabilities you need to thrive in today's complex investment landscape.

SOLUTIONS ADV – Client Onboarding & Engagement

Navigating complexity with one golden source of truth

Investment professionals face unprecedented pressure. Data arrives from multiple sources with inconsistent formats. Regulatory demands shift across jurisdictions. Distribution channels multiply. Legacy systems can't keep pace. Between reconciling data, meeting compliance obligations and managing cross-border operations, your teams spend less time on strategy and more time navigating obstacles. 

Nexus addresses these challenges by establishing a single integrated platform for the investment product lifecycle. Processing over 9 million pricing changes and adding 1.5 million documents each month, Nexus serves as your golden source of investment data—ensuring accuracy, consistency and actionable intelligence from creation through distribution. 

Built on 30 years of regulatory expertise and ISO 27001/9001 certification, Nexus connects your operations seamlessly. Whether you're an investment manager streamlining regulatory production, a wealth manager delivering client outcomes or a data partner scaling distribution, Nexus transforms complexity into competitive advantage. 

Nexus

One platform, complete investment lifecycle coverage

Nexus delivers integrated solutions across six critical stages, creating seamless workflows that eliminate data fragmentation and manual processes.

Connect 

Our established network across the UK, Europe and Asia Pacific enables faster market access through preferred channels. Nexus connects investment managers with wealth managers and investors through trusted data partnerships, facilitating efficient fund distribution to over 4,200 firms. Through strategic connectivity, you reduce costs, navigate regulatory complexities with confidence and transform fragmented markets into growth opportunities. 

Collect  

Collect, store and verify all static and dynamic data in one centralised platform. Our data engine processes over 9 million static data points and 7 million prices monthly, sourced directly from investment managers, registries and official providers. With 90% automated ingestion supported by rigorous validation rules, Nexus provides proactive and reactive data quality checks—ensuring your golden source of truth remains accurate and audit-ready. 

Enrich 

Navigate market complexities with efficient regulatory and marketing document production. Enrich fund information with analytics, performance indicators and advanced regulatory calculations.  Nexus helps you streamline up to 90% of regulatory production through automation, generating over 550,000 regulatory documents annually. From KIDs and factsheets to ESG reports and disclosure templates, Nexus ensures compliant, timely outputs that meet evolving obligations across multiple markets and languages. 

Distribute 

Ensure timely delivery of quality-assured fund data and documents to distribution partners, platforms, banks and investors. Leverage our dissemination network to reach target audiences across multiple channels. From automated documentation to jurisdiction-specific requirements, we reduce operational complexity and accelerate time-to-market, turning compliance into competitive advantage. 

Onboard 

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions. 

Analyse 

We empower wealth managers with integrated tools for better client outcomes. From risk profiling and cashflow modelling to research and portfolio construction, we reduce manual effort and enable personalized, compliant strategies. 

Advise  

We support the complete advisory journey with solutions connecting data, compliance and client servicing. Our integrated platform enables efficient delivery of tailored investment strategies while freeing capacity for client relationships and practice growth. 

Why Nexus delivers unmatched value 

Data excellence and AI-native infrastructure 

As the industry's golden source of truth, Nexus upholds the highest standards of data quality. Whether through API connections, database updates, XLSX files or manual entries, we integrate seamlessly into your workflows. Our data engine is supported by rigorous validation and our dedicated Data Integrity team. Built on purpose-designed, regulatory-grade architecture, Nexus delivers the scale, auditability and reliability that global investment operations demand. 

With Nexus AI, trusted data becomes actionable at speed. Automated compliance checks, intelligent document inspection, semantic search and guided workflows transform how you work—reducing risk, surfacing insights and generating audit-ready outputs across the investment lifecycle. 

  • Strategic connectivity across markets 

    Our open platform architecture facilitates market access across the UK, Europe and Asia Pacific. Nexus connects you to preferred distribution channels, helping investment managers reach wealth managers and investors efficiently. For wealth managers, Nexus provides access to comprehensive fund coverage sourced from the same platform asset managers use—ensuring consistency and suitability. Real-time alerts, automated workflows and integrated systems streamline the complete investment lifecycle from product creation to distribution and beyond. 

  • Three decades of industry expertise 

    Nexus combines deep regulatory knowledge with cutting-edge technology. We understand the nuances of cross-border compliance, from SFDR and MiFID II to FCA requirements and APAC regulations. Our team of fund registration experts, supported by advanced technology, takes away the burden of complex obligations—facilitating timely, compliant distribution globally. This expertise, built over 30 years serving the investment industry, makes Nexus your trusted ally for navigating regulatory complexity with confidence. 

  • Integrated intelligence through Nexus AI 

    Nexus AI adds a powerful intelligence layer to the secure Nexus platform. Purpose-built for investment professionals, it automates high-risk, repetitive tasks so your teams can focus on growth and client outcomes. Features include conversational UI for natural language queries, AI search tools for faster insights, Document Inspector for automated compliance checks, and smart notifications flagging missing data or market changes. Nexus AI keeps you proactive, accurate and compliant—all within FE fundinfo's secure infrastructure where no client data is used to train third-party models. 

Proven results from industry leaders

Rathbones Asset Management

Streamlined regulatory document production with maintained quality standards

"FE fundinfo onboarded our business onto the new service and completed the production on aggressive timelines. Our objectives were delivered on time and to a high standard." 

Nexus

Solutions tailored to your needs

Nexus for Investment Managers is the end-to-end platform transforming fragmented data into a powerful, unified asset. Designed to streamline the entire investment lifecycle, it connects you seamlessly to trusted data, actionable insights and your distribution networks—all from a single integrated platform. 

Nexus for Investment Managers provides access to the latest fund data management and distribution technology which hosts core middle office functions, enabling connectivity, interoperability and flexibility. Our end-to-end platform collects, enriches, produces and distributes both static and dynamic data, keeping you ahead of regulatory demands while ensuring accuracy and consistency from creation to distribution. 

Nexus for Investment Managers connects your compliance, operations, marketing and product teams—streamlining data flow from fund creation to distribution. With unified data and AI-driven workflows, you operate efficiently and compliantly while driving better client outcomes. 

Nexus for Financial Advisers provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions. Leverage our technology and services to create a simpler, more productive and much more powerful financial planning process. 

By uniting the analytical depth of FE Analytics with the planning precision of FE CashCalc, advisers can deliver highly personalised, forward-looking financial advice with unprecedented speed and accuracy. Analyse investments and plan cashflows without switching systems, while client data flows seamlessly across integrated tools and back-office platforms. 

Nexus for Financial Advisers and Nexus AI offer seamless integration, delivering enriched data, automated documentation and AI-driven insights directly into your workflows. This reduces manual tasks, standardises compliance processes and frees time to focus on client objectives and practice growth—helping you cut admin by up to 50%. 

Nexus provides data partners with a powerful platform to deliver validated, enriched investment data directly to investment and wealth managers—enhancing your data's reach and value. Our infrastructure creates opportunities for growth, enabling data platforms to thrive in an interconnected network that values accuracy and compliance. 

Proven results from industry leaders

Leading ESG-focused fund manager

Enhanced transparency and regulatory compliance for sustainability reporting 

"We are pleased with the results of using FE fundinfo's ESG report solution. It provides us with comprehensive, accurate and timely communication about the ESG aspects of our funds." 

 

Nexus by the numbers

Proven impact across our client base ISO 27001/9001 certified for quality and security

  • 9 m+

    data pricing changes processed monthly

  • 1 .5m

    documents added to master repository each month

  • 550 k+

    regulatory documents produced annually

  • 2 m

    active portfolios powered by Nexus data

  • 4200

    firms connected across our distribution network

  • 75

    jurisdictions supported for regulatory compliance

  • 90 %

    of regulatory production streamlined through automation

  • 30 +

    years of investment industry expertise

Mega Nav 600X447

Let's get started

Transform your investment operations with Nexus 

Nexus is more than technology—it's a fundamental shift in how the investment industry operates. By establishing data as the shared currency of investment success, we enable you to focus on what matters most: driving growth, managing risk and delivering exceptional outcomes. 

Whether you're streamlining regulatory compliance, expanding global distribution or empowering advisers with better tools, Nexus provides the integrated platform you need to navigate complexity with confidence. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
  • Ludo Milne FE Fundinfo

Navigate complexity with one golden source of truth

See Nexus in action

FAQs

Frequently asked questions

Nexus is FE fundinfo's integrated platform connecting the entire investment product lifecycle through a single golden source of data. Unlike fragmented point solutions, Nexus delivers end-to-end coverage—from data collection and regulatory production to marketing and global distribution. Our platform connects investment managers, wealth managers and data partners seamlessly, eliminating the operational friction created by disconnected systems. With 30 years of regulatory expertise, ISO certification and processing over 9 million data changes monthly, Nexus establishes itself as the industry's trusted source for investment data and workflows. 

Nexus maintains data quality through a sophisticated 90% automated data engine supported by rigorous validation rules and dedicated Data Integrity teams. We source data directly from investment managers, registries and official providers—processing over 9 million static data points and 7 million prices monthly. Our platform provides both proactive and reactive validation, ensuring your golden source of truth remains accurate and audit ready. Built on regulatory-grade architecture and ISO 27001/9001 certified, Nexus delivers the scale, auditability and reliability that institutional operations require. 

Yes. Nexus integrates seamlessly with existing workflows through multiple connection methods including API integrations, database updates, XLSX file transfers and manual data entry. For wealth managers, Nexus connects with popular back-office systems, CRM platforms and financial planning tools. Our open platform architecture enables you to maintain your preferred technology stack while benefiting from Nexus's unified data and intelligent workflows. Implementation is supported by dedicated onboarding specialists who ensure smooth integration with minimal disruption. 

Nexus supports regulatory compliance across 75 jurisdictions in the UK, Europe and Asia Pacific. Our platform facilitates production and filing for major frameworks including PRIIPs, UCITS, AIFMD, SFDR, TCFD, MiFID II, FCA requirements and Swiss Climate Scores. With dedicated fund registration experts and automated document production capabilities, Nexus helps you navigate complex cross-border obligations efficiently. We process over 550,000 regulatory documents annually, keeping you ahead of evolving requirements while maintaining accuracy and consistency. 

Nexus AI is our purpose-built intelligence layer embedded within the secure Nexus platform. It draws on FE fundinfo's trusted datasets to automate high-risk, repetitive tasks—reducing compliance risk, streamlining operations and surfacing timely insights. Key features include conversational UI for natural language queries, AI-powered search and drafting tools, automated Document Inspector for compliance checks, and smart notifications for missing data or market changes. All processing happens within our secure infrastructure where no client data is used to train third-party models. Nexus AI helps teams focus on growth and client outcomes rather than manual administrative work. 

Nexus uniquely positions itself at the heart of the investment product lifecycle, serving both sides of the industry through one integrated platform. Investment managers benefit from streamlined regulatory production, global distribution and data management. Wealth managers access the same trusted data source—ensuring consistency and enabling confident investment decisions.

This dual capability creates powerful synergies: asset managers reach distribution channels efficiently while wealth managers access comprehensive, accurate fund information. The result is reduced operational friction, improved data integrity and better outcomes across the entire investment ecosystem. 

Security is fundamental to Nexus. Our platform operates within FE fundinfo's secure, ISO 27001/9001 certified infrastructure with robust data protection measures. All data transmissions are encrypted, access is role-based and controlled, and comprehensive audit trails track all activity. For Nexus AI capabilities, processing happens entirely within our secure environment—no client data is shared externally or used to train public AI models. We maintain strict compliance with GDPR and financial services regulations, providing the security assurance that institutional clients require for sensitive investment data.