Ireland Conference · Nexus

One ecosystem.
Every tool an
adviser needs.

Nexus is a fully integrated advice ecosystem — connecting your back office, platform, and every critical discipline your firm depends on. One login. One data layer. Infinite capability.

0
Adviser firms who use FE adviser solutions
4
Fully integrated solutions in one connected ecosystem
1 cost
Enterprise pricing — unlimited access, no per-head complexity
AI
Orchestration layer automating notes, suitability & compliance
The Problem

The messy tech stack

Most advice firms run on a patchwork of disconnected tools from different vendors. Each one generates data. None of it connects. Advisers spend more time rekeying information than advising clients.

data content data content data content data content data content data content data content ⚠️ Risk Profiling Application 📈 Cashflow Tool 🔄 Pension Switch Tool 👥 CRM 🔍 Fund / MPS Research 💰 Client Valuations 🌐 Client Portal data content 🎙️ AI Notetaker data content 📋 Platform Due Diligence ⚠ No shared data layer

Nine tools. Nine vendors. Nine sets of client data going nowhere. Nexus replaces all of this with one connected ecosystem.

The Real Cost

What a messy tech stack actually costs your firm

It's not just an IT inconvenience. Disconnected tools create real problems across every part of your business.

📈
Firm Level

Hard to scale

Growth is blocked by tools that don't talk to each other, creating manual bottlenecks at every stage of onboarding and client servicing.

💳
Finance

Multiple invoices & direct debits

Reconciling, adding, and cancelling separate subscriptions across every vendor takes up finance team time every single month — and increases the risk of billing errors.

🎧
Adviser Efficiency

Fragmented support & training

Each vendor's support team knows their own product — but not your wider tech stack. Getting answers means contacting multiple teams, none of whom can see the full picture.

🛡️
Compliance

Inconsistent data & processes

When each tool holds its own version of client data, ensuring consistency across all systems becomes a compliance risk you can't afford to ignore.

⌨️
Admin

Re-keying across every platform

The same client information entered into five different systems. Five opportunities for error. Five reasons advisers spend time on admin instead of advice.

The Journey

Nexus wasn't built overnight. It was assembled.

We didn't set out to build another all-in-one platform from scratch. Instead, we brought together the best-in-class tool in each discipline — each one already trusted by advisers — and connected them. Every acquisition added a capability the market told us it needed.

2006
📊
The Foundation
FE Analytics
Fund & MPS research

Financial Express started life in 1996 doing one thing: fund data. A decade later that became FE Analytics — the research tool advisers use to compare, evidence and defend every investment decision across 300,000+ funds and the UK's most complete MPS database. Two decades of it is the bedrock everything else sits on.

1 of 4 disciplines
May 2021
💰
Acquired
CashCalc
Cashflow & retirement planning

Built by advisers, for advisers. CashCalc brought lifetime cashflow modelling into the group — the tool that turns an abstract retirement plan into something a client can actually see. Research told us what to recommend; cashflow showed clients why it mattered.

2 of 4 disciplines
Sept 2024
🏛️
Acquired
AdviserAsset
Platform due diligence

The missing evidence layer. AdviserAsset added platform due diligence, pension switching analysis and true total-cost charge comparisons — closing the gap between recommending a fund and recommending where to hold it. The piece compliance teams had been asking for.

3 of 4 disciplines
Nov 2025
🎛️
Acquired · Contengo
Command Deck
Business intelligence

Our most recent acquisition. Contengo brought performance reporting, wealth analytics and data migration — now Command Deck, the layer that shows principals and compliance teams what's happening across the whole firm: AUM, revenue, household data and money-weighted returns.

4 of 4 disciplines
Today
🧠
The Result
Nexus
One connected ecosystem

Four best-in-class tools, one login, one data layer — with an AI orchestration layer on top. Not four products sold as a bundle. One ecosystem where the cashflow knows the portfolio, the due diligence knows the platform, and nothing gets rekeyed.

Fully integrated
🧩

Why this matters for your firm: every one of these tools was already a market leader in its own right before it joined us. You're not being asked to trade quality for convenience — you're getting the best tool in each discipline, with the integration work already done.

The Ecosystem

Four solutions. One connected platform.

Data flows upward from each specialist application into your centralised client process, then Nexus orchestrates it all into unified intelligence. One login to Nexus gives every user access to the complete intelligence fed by each underlying application.

🤖
AI Orchestration Layer
Nexus
The intelligence layer that holds the ecosystem together — surfacing data and content from every application and automating the highest-value tasks in the advice process
✓ Meeting Assistant — Live Suitability Reports — Coming Soon Compliance Automation — Coming Soon
Unified Client Intelligence
🎯
At the heart of Nexus

Your Centralised Investment Process & Retirement Process

Every tool configures to your firm's own processes — not the other way around. Your CIP and CRP sit at the centre, ensuring consistency across your entire client bank.

FullyIntegrated
📊 Investment / ATR Data
💰 Cashflow Data
🏛️ Platform Data
🎛️ Client Valuation Data
📊
Fund & MPS Analysis
FE Analytics
The market leading fund and portfolio research tool — comprehensive performance, risk and charges analysis across 300,000+ funds.
💰
Cash Flow & Retirement Planning
CashCalc
Dynamic lifetime cash flow modelling from accumulation through to decumulation.
🏛️
Platform Due Diligence
AdviserAsset
Platform due diligence, pension switching and charge comparisons.
🎛️
Business Intelligence
Command Deck
Your firm's mission control — aggregating household data and business intelligence.
Always Moving Forward

We never stop driving efficiency in advice

Our solutions evolve constantly — shaped by real adviser workflows, compliance demands, and the ambitions of the firms who use them every day.

5,000+
adviser firms using
FE adviser solutions

Unprecedented knowledge. Unmatched footprint.

With over 5,000 adviser firms using our solutions, we have an insight advantage that no competitor can match. Every feature request, every workflow pain point, every compliance challenge — we hear it directly from the market at scale. That knowledge flows straight back into our product roadmap, ensuring Nexus continues to evolve around how advice is genuinely delivered in the UK today.

What's Coming
Q4 2026

Full Suitability Reporting Across Nexus

Cross-platform suitability reports generated by aggregating data from across the entire Nexus ecosystem — cashflow, ATR, analytics, and meeting notes — into a single, compliant document. Dramatically reducing paraplanning time and creating consistency across every adviser in your firm.

Cross-Platform Data AggregationAutomated Report GenerationATR & CashCalc IntegrationParaplanning Efficiency
Q4 2026

Asset Transfer — Command Deck

Built for growing and acquisitive firms. Command Deck ingests an acquired book of business and builds an automated workflow around it — client emails, suitability reporting, and a sync to the client portal so sign-off happens digitally through DocuSign. What today takes a team months of manual work becomes a managed, trackable process.

Book IngestionAutomated Client EmailsSuitability ReportingPortal Sync & DocuSign
Q1 2027

Income Reconciliation — Command Deck

Command Deck will aggregate the fees and income of adviser businesses and reconcile them automatically — matching what your firm is owed against what has actually been received, across every platform and provider. Removing one of the most stubbornly manual jobs in any advice business.

Fee AggregationIncome ReconciliationMulti-PlatformRevenue Assurance