BACK TO DEMO LIST

What is EATT?

EATT 2026 Battle of the Tech Demo – FE Fundinfo

Synopsis:

  • Nexus is the one-stop shop ecosystem for IFAs;
  • It is the connective tissue between all the individual tasks that constitute the entire advisory process, from client meetings to reporting;
  • The built-in Nexus AI capability integrates with FE CashCalc, FE Analytics, and FE fundinfo’s trusted datasets

In their own words:

Nexus by FE fundinfo is the advice industry’s first fully integrated financial planning and investment research platform, combining FE CashCalc, FE CommandDeck and FE Analytics in one seamless AI-enabled environment.

We’ll take you through the single system, designed around financial advisers, showing how it eliminates manual re-keying, while embedding compliance throughout your workflow. You reduce administrative burden, while ensuring complete audit trails and regulatory confidence.

Whether you want to attract new clients, scale your practice, or you’re preparing for succession, Nexus gives you control of your data, speeds up your workflows, reduces risk, and helps your business grow.

Company Info

HQ:  London

Founded: 2018

Product Displayed: Nexus Platform

Presenter: David Scholes, Director of Wealth Sales

Our Analysis

Website

LinkedIn

BACK TO DEMO LIST

What is EATT?