FE fundinfo, a fund data and technology provider serving the financial advice market, has confirmed it is stepping up investment in Nexus for Financial Advisers, its AI-powered workflow platform for advisers.
The firm plans to roll out more than 25 new capabilities to the platform before the end of 2026, adding roughly one new feature a month.
The push comes as FE fundinfo’s own 2026 Financial Adviser Survey found that 95% of advisers use too many separate software applications, with half of respondents spending between four and six hours a week reconciling data across different systems, amounting to close to five working weeks lost to admin each year rather than time spent with clients.
The same research found that advisers already using AI tools are saving more than five hours a week, or over 250 hours annually, with 51% of AI-using firms citing gains from automation and new efficiencies.
FE fundinfo said it is focusing investment in Nexus for Financial Advisers across four areas for the rest of 2026: a unified adviser workspace, AI-powered intelligence that automatically builds client records from meeting conversations, AI-driven report generation including suitability reports, and deeper integration with the technology systems advisers already use.
Nexus Assistant, already live with more than 1,000 advisers, is described as the first major milestone of this expanded development, helping advisers prepare for meetings, capture conversations, and update client records automatically, saving up to three hours per meeting.
This autumn, the company plans to add integrations with commonly used back-office systems so client data flows into Nexus without manual re-entry, alongside a consolidated client profile view and AI-generated suitability reports linked directly to that profile.
FE fundinfo CEO Liam Healy said, “Advice technology was built one tool at a time, not designed around the adviser or the client. We’re changing that. Nexus for Financial Advisers reimagines the advice journey, connected by AI, grounded in trusted research and analytics, so advisers move from first conversation to advice on one platform. The outcome: exponential value for advisers and their clients. Nexus for Financial Advisers is where we’re putting real investment behind that vision. This is just the beginning.”
FE fundinfo head of UK wealth products Ishaan Sethi said, “Advisers do not want more software, they want more capacity. Nexus for Financial Advisers gives them one connected platform instead of another tool to manage. Anyone can build an AI feature. What makes it useful is the data behind it. Nexus draws on client, cashflow, product performance and cost data across the whole advice journey, and every output is attributed to its source. That is what creates a seamless client journey on a single platform, and what lets advisers trust the output and act on it.”
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