FE Fundinfo is a global provider of investment fund data and technology solutions, supporting financial advisers with tools that enhance advice delivery, compliance and operational efficiency. Its latest innovation, Nexus AI, is an artificial intelligence-powered meeting assistant designed to automate and streamline the documentation and data capture process during client meetings.
Nexus AI is the first in a series of planned AI-driven tools within the broader Nexus ecosystem. The tool is designed to reduce the administrative burden on advisers by automating meeting transcription, generating structured summaries and enabling seamless data transfer into FE Fundinfo’s existing tools such as CashCalc and FE Analytics.
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