Nexus for Financial Advisers

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'c-primaryheader__menudrawer--open' : ''"> <div class="c-menulist c-menulist--center"> <div class="c-menulist__headers"> <p class="c-menulist__header"></p> </div> <div class="c-menulist__lists"> <div class="c-menulist__list"> <ul> <li> <a href="/about-us" class="c-menulist__item"> <p class="c-menulist__itemheader">About us</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/why-fe-fundinfo" class="c-menulist__item"> <p class="c-menulist__itemheader">Why FE fundinfo</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/about-us/sustainability" class="c-menulist__item"> <p class="c-menulist__itemheader">Sustainability</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/about-us/careers" class="c-menulist__item"> <p class="c-menulist__itemheader">Careers</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/contact-us" class="c-menulist__item"> <p class="c-menulist__itemheader">Contact us</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> </div> </div> </div> </li> </ul> </nav> <a href="/contact-us" class="c-button c-button--secondary"> Get in touch <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </header> <div x-data :class="$store.global.backdrop ? 'c-primaryheader__backdrop--show' : ''" class="c-primaryheader__backdrop "> </div> <div class="c-sticky-cta c-sticky-cta--no-icon" x-data="{ atTop: true }" x-cloak :class="(!atTop ? 'c-sticky-cta--show' : '')" @scroll.window="atTop = window.pageYOffset < 500"> </div> <div class="page-main-content js-page-height"> <section class="b-pagehero " id=""> <div class="b-pagehero__aside"> <img loading="eager" src="/media/51bgxsjp/nexus-for-financial-advisers.jpg?v=1db3fddffa83e60" style="object-position:50% 50%;"> </div> <div class="container"> <div class="b-pagehero__wrapper"> <div class="b-pagehero__content"> <h1 class="b-hero__headline">Is your advice process compliant, scalable and repeatable?</h1> <div class="b-pagehero__text c-richtext"> <p>Nexus for Financial Advisers provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions. Leverage our technology and services to create a simpler, more productive, and much more powerful financial planning process.</p> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="a6bd686b-d755-41cb-8853-92618b5a07ef" x-data="modal"> Get in touch <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="a6bd686b-d755-41cb-8853-92618b5a07ef" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="get in touch" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ portalId: "445778", formId: "c00ad0b9-1afa-4aa7-828e-c36561e4e546", sfdcCampaignId: "701R5000005FUisIAG" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </section><section class="c-block c-block--gray b-features" id=""> <div class="container"> <div class="grid gap-y-16"> <div class="col-span-12 md:col-span-6"> <div class="c-intro"> <p class="c-intro__label">FEATURES & BENEFITS</p> <h2 class="c-intro__headline"> Connecting financial advice </h2> <div class="c-intro__text"> <div class="c-richtext"> <p>Nexus for Financial Advisers sits between your back office and chosen platform, providing the tools required to complete the advice journey. It helps you onboard and engage your clients, create financial plans, analyse investment options and invest in managed portfolios.</p> <p>Our solution provides both cost and time savings due to its vast selection of tools and integrations which power your advice process and ensure it remains robust and compliant</p> <p>By using our market-leading financial planning tools, golden source accurate fund data and managed portfolios together, you will be able to provide personalised lifetime financial plans that meet the needs and objectives of your clients and support the growth of your business.</p> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="4d73ab28-85e0-4902-bd31-90e13517d417" x-data="modal"> Get in touch <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="4d73ab28-85e0-4902-bd31-90e13517d417" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="get in touch" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ portalId: "445778", formId: "c00ad0b9-1afa-4aa7-828e-c36561e4e546", sfdcCampaignId: "701R5000005FUisIAG" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 md:col-span-6"> <ul class="b-features__list"> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M21 10H3M16 2V6M8 2V6M9 16L11 18L15.5 13.5M7.8 22H16.2C17.8802 22 18.7202 22 19.362 21.673C19.9265 21.3854 20.3854 20.9265 20.673 20.362C21 19.7202 21 18.8802 21 17.2V8.8C21 7.11984 21 6.27976 20.673 5.63803C20.3854 5.07354 19.9265 4.6146 19.362 4.32698C18.7202 4 17.8802 4 16.2 4H7.8C6.11984 4 5.27976 4 4.63803 4.32698C4.07354 4.6146 3.6146 5.07354 3.32698 5.63803C3 6.27976 3 7.11984 3 8.8V17.2C3 18.8802 3 19.7202 3.32698 20.362C3.6146 20.9265 4.07354 21.3854 4.63803 21.673C5.27976 22 6.11984 22 7.8 22Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Reduce inefficiencies</h3> <div class="c-richtext b-features__item-text"> <p>Our technology and investment solutions work together to free up valuable time so you can focus on spending time with your clients and providing the best outcomes for them. Use our third party integrations and Open API to plug the tech you wish to use into your advice process.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M16 8V5L19 2L20 4L22 5L19 8H16ZM16 8L12 11.9999M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2M17 12C17 14.7614 14.7614 17 12 17C9.23858 17 7 14.7614 7 12C7 9.23858 9.23858 7 12 7" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Compliant goal-based financial planning </h3> <div class="c-richtext b-features__item-text"> <p>Create a simple and repeatable goal-based financial planning process which drives regulatory compliance and sets your business up for growth. Our tools and unrivaled fund data help you analyse and recommend the most appropriate investments for your clients, while also ensuring ongoing suitability.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17 10V8C17 5.23858 14.7614 3 12 3C9.23858 3 7 5.23858 7 8V10M12 14.5V16.5M8.8 21H15.2C16.8802 21 17.7202 21 18.362 20.673C18.9265 20.3854 19.3854 19.9265 19.673 19.362C20 18.7202 20 17.8802 20 16.2V14.8C20 13.1198 20 12.2798 19.673 11.638C19.3854 11.0735 18.9265 10.6146 18.362 10.327C17.7202 10 16.8802 10 15.2 10H8.8C7.11984 10 6.27976 10 5.63803 10.327C5.07354 10.6146 4.6146 11.0735 4.32698 11.638C4 12.2798 4 13.1198 4 14.8V16.2C4 17.8802 4 18.7202 4.32698 19.362C4.6146 19.9265 5.07354 20.3854 5.63803 20.673C6.27976 21 7.11984 21 8.8 21Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Ensure data integrity and security</h3> <div class="c-richtext b-features__item-text"> <p>Reduce the need to manually key client information and instead have one seamless, secure flow of accurate data. Securely communicate and share information with your clients using bank-level security.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M19 10V4M16 7H22M16 21V19.8C16 18.1198 16 17.2798 15.673 16.638C15.3854 16.0735 14.9265 15.6146 14.362 15.327C13.7202 15 12.8802 15 11.2 15H6.8C5.11984 15 4.27976 15 3.63803 15.327C3.07354 15.6146 2.6146 16.0735 2.32698 16.638C2 17.2798 2 18.1198 2 19.8V21M12.5 7.5C12.5 9.433 10.933 11 9 11C7.067 11 5.5 9.433 5.5 7.5C5.5 5.567 7.067 4 9 4C10.933 4 12.5 5.567 12.5 7.5Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Manage risk and engage your clients</h3> <div class="c-richtext b-features__item-text"> <p class="MsoNormal">From our simple, visual tools and engaging reports to our risk managed portfolios, we help you engage them in the advice process, deliver investments that support their goals and provide excellent service and communication.</p> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">PORTFOLIO</p> <h2 class="c-intro__headline">How we support you </h2> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> Client Onboarding and Engagement </option> <option value="1"> Financial Planning </option> <option value="2"> Investment Research </option> <option value="3"> Managed Portfolios </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> Client Onboarding and Engagement </button> <button class="b-solutions__tab" x-on:click="setActive(1)" x-bind:class="active == 1 && 'active'"> Financial Planning </button> <button class="b-solutions__tab" x-on:click="setActive(2)" x-bind:class="active == 2 && 'active'"> Investment Research </button> <button class="b-solutions__tab" x-on:click="setActive(3)" x-bind:class="active == 3 && 'active'"> Managed Portfolios </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Client Onboarding and Engagement</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Manually onboarding clients is a time-intensive task, which takes up valuable meeting time and is not cost effective. </p> <p>Transform client engagement with our client portal. It elevates all the pain points of a traditional onboarding and annual review experience for financial advisers, and their clients, by providing a secure digital environment to securely communicate and share information with each other remotely. </p> <p>By enabling your clients to complete tasks in advance, you'll not only save valuable time, but you'll both be able to focus on what really matters most when you are together.</p> <p>With our integrations, the client data you collect retains its accuracy and flows straight into our financial planning tools for further analysis, as well as your back-office and the other technology you use, enabling a more productive and efficient process.</p> </div> <div class="c-buttongroup mt-8"> <a href="/products/financial-advisers/fe-onboard#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Engage your clients in the advice process</li> <li>Transform client communication and service</li> <li>Seamless and secure client data management</li> <li>Maintain a full audit trail</li> <li>Increase efficiency and productivity</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 1"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Financial Planning</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>To provide good client outcomes and help clients achieve both their financial and life goals, advisers need to conduct robust financial planning that is not only aligned to their specific objectives, but also takes into consideration their attitude to risk, capacity for loss and future potential scenarios.</p> <p>With the country's market-leading cashflow modeller, you can create powerful and engaging lifetime cashflow plans which will bring their financial situation to life. </p> <p>Visually map out your clients' financial plans and help ensure that they have enough money to support their needs and goals.</p> <p>Present your recommendations simply and visually for clients to easily understand and make informed decisions. </p> </div> <div class="c-buttongroup mt-8"> <a href="/products/financial-advisers/fe-cashcalc#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Focus on goal-based financial planning</li> <li>Create powerful lifetime cashflow plans</li> <li>Model potential scenarios and stress test plans</li> <li>Ensure suitability of your recommendations</li> <li>Enhance client understanding</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 2"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Investment Research</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Our fund and investment research software brings together portfolio construction, analysis, risk profiling, due diligence, and ongoing monitoring. It can power your entire investment proposition, whether you invest in individual funds, multi-asset funds or DFMs.</p> <p>We combine technology, expertise and relationships with over 300+ data partners and institutions to provide you with accurate, golden source fund data, documents and tools to analyse your clients' investments, recommend suitable alternatives and create client-friendly reports that support your recommendations. </p> <p>Our software seamlessly connects with most back-office systems so you can import client data from source to begin your analysis, as well as from our client portal and cashflow modeller.</p> </div> <div class="c-buttongroup mt-8"> <a href="#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Provide good outcomes for your clients</li> <li>Demonstrate the suitability of your recommendations</li> <li>Gain a holistic view of your investment proposition</li> <li>Win new business</li> <li>Improve efficiencies</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 3"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Managed Portfolios</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Our model portfolio service is a full and scalable outsourced investment proposition that has financial advisers at its core. We work hand-in-hand with partner advisers to fully understand your challenges, support your business model and meet your clients’ needs. </p> <p>Working with us, you can reduce compliance risk and administrative burden with an innovative and robust investment process while benefiting from a market-leading communication package that educates and engages your clients; setting your business apart to help retain existing clients and win new ones.</p> <p>Our risk-focused portfolios are driven with data insights and are fully integrated with our investment research software, enabling you to undertake detailed analysis and access factsheets and reports at the click of a button. </p> </div> <div class="c-buttongroup mt-8"> <a href="#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Match investments to your clients' unique needs and goals</li> <li>Strengthen your investment process</li> <li>Provide customer service excellence</li> <li>Shape our expertise around your business and requirements</li> <li>Spend more time with your clients and growing your business</li> </ul> </div> </div> </div> </div> </div> </section><section class="b-cta c-block " id=""> <div class="container"> <div class="b-cta__content"> <ul class="b-cta__faces "> <li data-popout> <img loading="lazy" src="/media/j4wl2t1o/josh-robertson-headshot.png?width=150&v=1da810b5ea2c580" alt="Josh Robertson Headshot (1)" style="object-position:50% 50%;"> </li> <li data-popout> <img loading="lazy" src="/media/ovjajyd1/mohammed-barake-headshot.png?width=150&v=1da810beffa42b0" alt="Mohammed Barake Headshot" style="object-position:50% 50%;"> </li> </ul> <h2 class="b-cta__headline">Speak to an expert</h2> <div class="c-richtext b-cta__text"> Arrange a call with one of our specialists to see how we can enhance your advice process </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="1374c24b-5f06-48a1-950d-7d6518181783" x-data="modal"> Get in touch <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="1374c24b-5f06-48a1-950d-7d6518181783" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header modal__header--has-title"> <div class="modal__title">Get in touch</div> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="Get in touch and we'll get back to you shortly" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ portalId: "445778", formId: "c00ad0b9-1afa-4aa7-828e-c36561e4e546", sfdcCampaignId: "701R5000005FUisIAG" }); 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