FE fundinfo has launched Nexus AI, a purpose-built AI enablement layer designed to transform the way asset managers and financial advisers operate across the investment lifecycle.
The new solution is fully embedded within FE fundinfo’s Nexus platform and leverages the advanced capabilities of Lunar AI, a company recently acquired by FE fundinfo. Nexus AI connects previously fragmented systems into one intelligent workflow, covering essential functions such as compliance checks, research, documentation, and client servicing.
The launch addresses some of the most pressing challenges faced by asset managers. FE fundinfo’s research found that nearly 90% of managers are under pressure to deliver fund data more quickly and accurately, while 37% identified regulatory document production as the most resource-intensive process. Additionally, 46% said legacy systems remain the greatest obstacle to improving operational efficiency.
Among its standout features, the Document Inspector automates document validation against over 600 UK CCI rules, helping firms reduce compliance risk and identify regulatory changes early. The Conversational UI enables managers to query data, markets and competitors in natural language, while Smart Notifications proactively flag missing data and market shifts. The AI Search and LLM tools unify information from filings, fund datasets and internal documents, surfacing key insights faster, and the Platform Assistant streamlines onboarding and standardises AI processes across teams.
Nexus AI also offers significant benefits for financial advisers. Research suggests that around 61% of advisers spend more than 20% of each client meeting updating data—equating to 12 minutes lost per hour-long session—followed by additional time manually entering data across systems.
Advisers can use Nexus AI’s Meeting Agent to record and transcribe client sessions, saving up to an hour per meeting. The AI-Powered Reporting feature automatically generates client recaps and action plans, while Smart Data Capture extracts essential client information directly from transcripts, ensuring accuracy and consistency.
FE fundinfo CEO Liam Healy said, “The investment industry is at a pivotal moment. For too long, professionals have been constrained by fragmented systems and manual processes. Nexus AI is our answer – a bold step forward that reimagines how investment decisions are made. By weaving trusted data, compliance and intelligence into everyday workflows, we’re empowering firms to move faster, think smarter and serve clients better. This is more than technology, it’s a new way of working, built for the future of investing.”
FE fundinfo global head of product Adam Graham added, “Asset managers and financial advisers are under constant pressure to deliver greater results while navigating fast-changing market dynamics. FE fundinfo’s recent acquisition of Lunar AI introduced new capabilities that have now been expanded through the launch of Nexus AI, guided by our deep understanding of the critical workflows professionals rely on. We’re excited to continue developing Nexus AI’s capabilities in line with what matters most to our clients.”
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