Get in touch
Get in touch

Navigate complexity with confidence

Connecting the investment industry through trusted data and intelligent workflows 
Get in touch

One integrated platform for the entire investment product lifecycle

We connect public and private investment markets through our platform Nexus, where AI-embedded workflows turn fragmented data into a strategic asset that drives cost efficiency, reduces risk and enables growth

The intelligent core connecting the investment product lifecycle. As the industry's golden source, Nexus orchestrates data exchange and insights across every stage—enabling investment managers, data partners and wealth managers to operate efficiently, reduce risk and drive sustainable growth through trusted data and AI-driven workflows.

We transform validated data into actionable intelligence. Through advanced calculations, performance analytics and regulatory metrics, we deliver the enriched insights investment professionals need for confident decision-making.

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

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 personalised, compliant strategies.

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

Connect

The intelligent core connecting the investment product lifecycle. As the industry's golden source, Nexus orchestrates data exchange and insights across every stage—enabling investment managers, data partners and wealth managers to operate efficiently, reduce risk and drive sustainable growth through trusted data and AI-driven workflows.

Enrich

We transform validated data into actionable intelligence. Through advanced calculations, performance analytics and regulatory metrics, we deliver the enriched insights investment professionals need for confident decision-making.

Collect

We establish your golden source of investment product data. Collecting over 9 million static data points, 7 million prices and 1.5 million documents monthly through 90% automated, AI-enabled processes that ensure regulatory-grade accuracy and reliability.

Engage

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 personalised, compliant strategies.

Advise

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

Distribute

We streamline regulatory compliance and market access across borders. From automated documentation to jurisdiction-specific requirements, we reduce operational complexity and accelerate time-to-market, turning compliance into competitive advantage. 

HOW WE CAN HELP

Solutions that connect the whole investment industry

Our clients trust us as a golden source of data and intelligence to navigate the complexity of working across public and private markets in an ever-changing regulatory landscape. 

  • Drive cost efficiency

    Reduce operational costs and accelerate time to market through connected and AI embedded workflows across the product lifecycle, from data collection to distribution, reporting, oversight and client servicing.

  • Manage regulatory risk

    Scan the regulatory horizon to deliver actionable insights and ensure accuracy and compliance through structured data, automated checks and trusted, audit-ready infrastructure that relieves the regulatory burden while keeping you ahead of evolving requirements.

  • Enable asset growth

    Support scalable operations and faster market access across regions, channels and partners, maximising returns by removing obstacles and streamlining the path to your chosen markets.

  • Leverage actionable intelligence

    Transform data into strategic advantage with verified insights from our unique position at the centre of the investment network, enabling informed decisions and portfolio management that drives better outcomes.

WHO WE SERVE

A platform trusted by professionals

Streamline your middle office fund operations and global distribution through a single technology platform powered by market-leading fund data and embedded AI.

Drive more effective asset distribution through the power of integrated technology, data, AI and regulatory solutions.

Leverage our trusted data coverage and infrastructure to enhance your platform capabilities and deliver measurable value to your clients.   

  • Data Partners
  • Technology Partners 
  • Agencies 
  • Regulators & Governments  

Powering the investment industry

We develop and deliver award-winning products and solutions backed by accurate, trusted data and intelligent AI workflows.

  • 40 / 50

    of the top global fund managers

    rely on our data and technology

  • 80 %

    of UK financial advisers

    who consume third-party research for fund selection use our software

  • 400 +

    third parties, platforms and partners

    across Continental Europe, the United Kingdom and Asia

  • 85 %

    UK data coverage

    for Full Portfolio Holdings

  • 2.5 m+

    regulatory documents

    processed annually (across PRIIPs EU/UK and KIID)

  • 11 .8m

    active portfolios

    managed through our platform through 6.7k groups

Homepage image 1

WHY FE FUNDINFO

Your trusted partner in a complex landscape

As trusted partners in investment management, we transform complexities into opportunities for growth.

Our integrated platform with embedded AI workflows is powered by a sophisticated data engine that curates trusted data and removes complexity to create growth opportunities.

This empowers investment managers and wealth managers with advanced data solutions and services that simplify global market navigation by reaching distribution centres and networks efficiently and delivering better outcomes to their clients. 

Our services relieve the pressures of processes such as product creation and regulatory filing, document and template production, dissemination and disclosure of information, thus enabling them to focus on what they do best: driving asset growth, reducing costs and managing risks.

Find out more

WHAT OUR CLIENTS SAY

The right solutions to meet specific needs

Our collaborative partnership with FE fundinfo allowed us to create and distribute over 55,000 PRIIPs KIDs in 22 languages so we could meet the PRIIPS regulatory obligation on time.

Dionne Smith

Global Head of Operating Platform Services, Schroders

SOLUTIONS INSTI – Marketing & Digital 2

FAQs

Frequently asked questions

Our data excellence stems from direct sourcing from investment managers, registries and official providers, combined with 90% automated, AI-enabled workflows and management processes. Each month, we process over nine million static data points, seven million prices and 1.5 million documents through rigorous validation rules and assurance steps led by our Data Integrity team. Built on purpose-designed, regulatory-grade architecture, our platform delivers the scale, auditability and reliability that investment professionals depend on to make confident decisions. 

We operate at the heart of the investment product lifecycle, providing the only end-to-end platform that connects investment product manufacturers and distributors. Our integrated platform enables seamless data flow from fund creation through to distribution, ensuring wealth managers access the same trusted, verified information that investment managers provide. This connectivity eliminates fragmented systems, reduces operational risk and enables both sides of the industry to work more efficiently whilst creating opportunities for growth across our network of 4,200 firms. 

Nexus AI is our purpose-built AI layer embedded across the investment lifecycle. It transforms trusted data into actionable intelligence through semantic search, automated compliance checks, real-time alerts and guided workflows. Investment professionals benefit from automated documentation validation, intelligent insights surfaced from millions of data points, proactive regulatory monitoring and compliance-ready outputs generated automatically. This reduces manual processes by up to 90%, freeing capacity for strategic decisions whilst reducing operational risk and accelerating time to market. 

We serve the investment industry across the UK, Europe and Asia Pacific, operating in 75+ jurisdictions. Our established network includes 300+ media, business and technology partners across Continental Europe, the United Kingdom and Asia. We work with 60+ National Competent Authorities and file 3.5 million documents to regulators annually, making us Europe's largest fund document producer. This comprehensive coverage enables us to deliver tailored solutions that match each market's unique requirements whilst maintaining consistent data quality and regulatory compliance. 

We ensure accuracy and compliance through structured data, automated checks and trusted, audit-ready infrastructure. Our platform streamlines regulatory requirements across borders, from PRIIPs and UCITS to AIFMD, SFDR and TCFD reporting. With three decades of regulatory expertise, ISO 27001 and ISO 9001 certification, and AI-powered validation workflows, we keep you ahead of regulatory demands whilst ensuring accuracy and consistency from creation to distribution. Our automated compliance checks identify issues before submission, reducing risk and regulatory penalties whilst accelerating market entry. 

We provide comprehensive coverage of 100,000+ active funds and 300,000+ share classes globally. Our platform manages two million active portfolios and serves 4,200 firms, including 3,900+ UK advice firms and 40 of the top 50 global fund managers. Trustnet, our investor-facing platform, attracts two million visitors and eight million visits annually, with 10 million+ factsheet views. This extensive coverage ensures investment professionals have access to the market intelligence they need to make confident decisions. 

We are the only platform connecting the entire investment ecosystem end-to-end, from product creation to investor engagement. Our unique position combines three critical capabilities: data excellence through our golden source of trusted information, strategic connectivity across established networks in multiple markets, and deep industry expertise built over 30 years. Enhanced by our purpose-built AI layer, this combination enables us to turn regulatory compliance into market opportunity and industry complexity into competitive advantage, whilst serving as a trusted partner rather than just a data vendor.