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FE fundinfo Adds AI Assistant to Nexus Adviser Platform

1 reports · First detected 2026-08-12 · Last active 2026-08-12

FE fundinfo, a fund-data and financial-technology provider operating across the UK, Europe and Asia-Pacific, launched Nexus on Nov. 26, 2024, seeking to consolidate investment research, financial planning, compliance and client servicing in one platform. The initiative matters because advisers have typically relied on fragmented systems that require repeated data entry, complicating oversight and limiting the time available for client work.

FE fundinfo said it is accelerating investment in Nexus for Financial Advisers and adding Nexus Assistant, without disclosing a spending figure. In a Dec. 3, 2025 product update, the company said the AI tools can transcribe meetings, generate summaries and next steps, and transfer client information into FE CashCalc fact-finds. FE fundinfo estimates the assistant can save 30 to 60 minutes per meeting and cut administrative work by as much as 50%.

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