Connecting financial advice
Improve your advice process and client outcomes with our market leading
best-of-breed technology, integrations and investment solutions.
FEATURES & BENEFITS
How we can help
Financial advisers are the personal navigators of the financial planning and investment world, guiding their clients through the complexities of wealth creation and management in an ever-evolving regulatory environment.
The onus on advisers to support their clients in achieving their personal and financial goals, demonstrating suitability and value while also managing their expectations as never been greater; signalling the need for a robust, compliant and scalable centralised investment proposition, accurate fund data and integrated tools and services.
We can support financial advisers to operate more efficiently, stay compliant, enable their clients to make informed decisions, manage risks effectively, and provide a better service to their clients.
Nexus for Financial Advisers provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions, enabling a simpler, more productive, and much more powerful financial planning process.
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Connected, efficient advice process
Our connected software, integrations and investment services allow you to plug in the technology and software you wish to use. We enable a simple and scalable financial planning process, driving regulatory compliance and freeing up time so you can focus on providing the best possible service to your clients and growing your business.
Our priority is your investment success, and for over 25 years we’ve been providing the tools and data you need to support your clients to make informed investment decisions.
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Golden source, accurate data
Data sits at the core of everything we do. From personal and financial client data to fund and investment fund data and reporting, we enable the secure and seamless flow between systems, so you can carry out the research and analysis you need to make suitable recommendations, confident that all data is accessible and accurate.
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Manage risk and meet your clients’ expectations
From our simple and visual tools and engaging reports to our risk managed portfolios, our solution puts your clients first, providing you with everything you need to engage them in the advice process, deliver investments that meet their goals and provide excellent service and communication.
FEATURES & BENEFITS
Discover Nexus for Financial Advisers
Leverage our technology and services to create a simpler, more productive, and much more powerful financial planning process.
Nexus for Financial Advisers
Nexus for Financial Advisers provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions.
Sitting between your back office and chosen platform, Nexus provides the tools you need to complete the advice journey. It helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios.
- Operational efficiencies
- Data integrity & security
- Award-winning best of breed technology
- Robust & scalable advice process
- Integrations
FEATURED INSIGHT
2025 Financial Adviser Survey: Connected to Growth
The 10th annual FE fundinfo adviser survey reveals how advisers, now more than ever, are using technology, integration and AI to unlock scale, efficiency, and better client outcomes.
RELATED INSIGHTS
What we think
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
