FE fundinfo, a financial data company connecting the investment industry across the UK, Europe and Asia Pacific through its Nexus platform, has launched a mobile app for Nexus for Financial Advisers, bringing its AI-powered meeting support to face-to-face client meetings for the first time.
The app allows advisers to record in-person meetings on a phone or tablet and assign them to a client, following the same process already used for video meetings. This includes transcription, the generation of structured notes, extraction of client data, and a stage for adviser review and approval, before the information moves into Nexus for Financial Advisers or a linked CRM system. Outputs generated by AI are traceable to their source, and actions taken by advisers remain subject to audit.
Previously, this workflow was limited to video calls, leaving face-to-face meetings, which make up a large share of adviser-client interactions, disconnected from the rest of the advice process.
FE fundinfo’s Financial Adviser Survey 2026 found that 95% of advisers feel they rely on too many separate software tools, with the resulting data reconciliation work taking up 192 hours annually per adviser, equivalent to almost five working weeks that could instead be spent with clients.
The mobile app is part of a wider push by FE fundinfo to expand Nexus for Financial Advisers, with over 25 new features due to roll out before the end of 2026. The platform brings together the company’s data, research and analytics tools with AI-driven workflows, cutting down the time advisers spend switching between systems and handling information manually across the client journey.
Additional features expected this autumn include AI-generated suitability reports, automated assessment of client vulnerability, wider integration with back-office systems, a unified client profile and AI-supported fund research and cashflow modelling.
The mobile app is available now to all Nexus Assistant users on Android and iOS devices.
Factor Financial Planning financial planner Christian Wynne said, “Nexus and Nexus Assistant have significantly reduced the amount of time we spend on meeting admin. The mobile app means face-to-face meetings will now sit in the same place as everything else I do for a client on Nexus for Financial Advisers, not a separate note I have to catch up on later, but part of the one record I already work from.”
FE fundinfo head of UK wealth products Ishaan Sethi said, “Advisers should not have to change the way they work with clients to accommodate their technology. Whether a conversation happens over video or face-to-face, the information captured should be able to support what happens next without creating another manual process for the adviser. As we continue to add new capabilities to Nexus, our focus is on connecting those individual workflows so advisers spend less time managing systems and more time with their clients.”
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