FE fundinfo unveils Nexus AI to streamline adviser operations
FE fundinfo has launched Nexus AI, an enablement layer embedded in the Nexus platform to improve efficiency, accuracy, and compliance for investment professionals. Built using technology from the Lunar AI acquisition, it converts manual checks, research, documentation, and client servicing into secure, automated workflows.
Why operations teams should care
Operational load is rising: 90% of asset managers want faster, more precise fund data delivery. 37% say regulatory document production consumes the most resources, and 46% cite legacy systems as a roadblock to efficiency.
Adviser time is leaking too-61% spend over 20% of client meetings just collecting or updating data. Nexus AI targets these gaps with automation that shortens cycle times and reduces manual touchpoints.
Core capabilities inside Nexus AI
- Document Inspector: Automatically checks regulatory documents against 600+ UK CCI rules to reduce compliance risk and provide early visibility into upcoming requirements. For context on UK rules, see the FCA Handbook here.
- Conversational interface: Ask questions about markets, competitors, filings, and internal docs in natural language, with activity kept secure within Nexus.
- Smart Notifications: Flags missing data, market changes, and outstanding queries so teams can correct issues before they cascade.
- Unified search and LLM tools: Connects filings, fund datasets, and internal documents to surface insights quickly.
- Platform Assistant: Simplifies onboarding and training to standardize processes across teams.
Adviser workflow improvements
- Meeting Agent: Joins and transcribes client meetings, saving 30-60 minutes per session.
- AI reporting templates: Turn transcripts into client recaps and next-step documents automatically.
- Integrated Workflow Layer: Links actions across FE CashCalc, FE Analytics, meetings, and FE fundinfo datasets.
- Smart Data Capture: Extracts and maps key client info into FE CashCalc to cut rekeying and improve data integrity.
- Embedded daily toolkit: Works alongside existing operations to support consistency and scale.
What this means for operations
- Fewer manual checkpoints across data, documents, and review cycles.
- Earlier detection of compliance issues and clearer audit trails.
- Faster production of regulatory materials and client outputs.
- Improved data consistency by eliminating rekeying across systems.
- Shorter onboarding time with guided workflows and standardized templates.
Leadership perspective
FE fundinfo's CEO, Liam Healy, frames Nexus AI as a direct response to fragmented systems and manual processes-bringing trusted data, compliance, and intelligence into everyday workflows to help firms move faster and serve clients better.
Adam Graham, Global Head of Product, notes that Lunar AI's capabilities have been expanded in Nexus AI to match the critical workflows asset managers and advisers depend on, with continued development aligned to client needs.
Practical next steps for ops leaders
- Map current bottlenecks (document checks, data collection, reporting) to Nexus AI features that remove manual steps.
- Pilot with one adviser pod and one product/compliance squad; track time saved and defect rates.
- Set KPIs: document turnaround time, compliance findings pre- vs. post-checks, rework rate, meeting prep time.
- Tighten data governance: define sources of truth, field mappings, and retention policies across FE Analytics and FE CashCalc.
- Standardize outputs with AI templates so documents are consistent across teams and audit-ready.
If building team capability is on your roadmap, explore practical AI resources for finance operations here.
