Nexus is FE fundinfo's new advice ecosystem — the single environment every client will soon log into. It sits above FE Analytics, CashCalc, AdviserAsset and Command Deck, turning them into a foundational layer that feeds Nexus the data it needs to automate the work advisers currently do by hand.
Where advisers once relied on separate applications for separate disciplines, Nexus is the orchestration layer that sits above them all. FE Analytics, CashCalc, AdviserAsset and Command Deck become the foundational layer — each one generating and holding client, valuation, platform and cashflow data. Nexus draws that data upward and uses it to automate the highest-value tasks in the advice process. Which Nexus tools and workflows a firm can use is determined by which of these underlying applications they hold.
Fund & MPS research across 300,000+ funds
Lifetime cashflow & retirement modelling
Platform due diligence & pension switching
Household data & business intelligence
The first Nexus capability, live now: an AI assistant that joins every client interaction, captures it, and gets the adviser ready for the next one.
Attends every Teams/Zoom call alongside the adviser.
A full recording and transcript of every client conversation.
Concise, structured summaries generated straight after each meeting.
Reminds advisers of valuations, policies, soft facts, objectives and goals before they walk in.
Nexus keeps evolving — each release automates more of the work sitting between advisers and their clients.
A native app, supported on Apple and Android, that takes live meeting notes directly in face-to-face client meetings — bringing the same capture and transcription advisers get on calls to every in-person conversation.
Advisers export client data straight from their CRM as a PDF; Nexus automatically extracts that data and populates it directly into CashCalc, removing manual re-keying between systems.
A full suitability report writing module that automates the production of yearly reviews and suitability reports — configurable to each firm's own templates and regional regulations, and backed by data and insight drawn from across the Nexus ecosystem.
Gives compliance teams richer data and insight into adviser usage of Nexus tools, plus a deeper view of every meeting and what's being discussed — drawn directly from the Meeting Assistant.