Financial Advisers | Navigating Complexity with Confidence

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'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__backdrop"> <img loading="eager" src="/media/kcppxefk/who-we-serve-financial-advisors.jpg?v=1da7cc0018d8d70" style="object-position:50% 50%;"> </div> <div class="container"> <div class="b-pagehero__wrapper"> <div class="b-pagehero__content"> <h1 class="b-hero__headline">Connecting financial advice </h1> <div class="b-pagehero__text c-richtext"> <div> <p class="Paragraph SCXW27704939 BCX8"><span class="NormalTextRun SCXW27704939 BCX8">Improve your advice process and client outcomes with our market leading<br>best-of-breed technology, integrations and investment solutions.</span></p> </div> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="d798f524-84df-45b9-ad4f-8643141b620e" 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="d798f524-84df-45b9-ad4f-8643141b620e" 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/fk3mv1hm/adviser-popup-form-banner.svg?quality=90&v=1da85e6a35e00b0" alt="Contact us" 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 c-form 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({ region: "na1", portalId: "445778", formId: "eac7ff78-b0c0-41e6-9d9c-7cdb7086a7a4", sfdcCampaignId: "701R5000005FBtBIAW" }); 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signalling the need for a robust, compliant and scalable centralised investment proposition, accurate fund data and integrated tools and services. </span> </p> </div> <div> <p class="Paragraph SCXW119540841 BCX8"><span class="NormalTextRun SCXW119540841 BCX8">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.</span></p> <p class="Paragraph SCXW119540841 BCX8"><span class="NormalTextRun SCXW119540841 BCX8">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.</span> </p> </div> <div></div> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="58866858-0285-4277-9b84-765d8433740c" 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="58866858-0285-4277-9b84-765d8433740c" 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/fk3mv1hm/adviser-popup-form-banner.svg?quality=90&v=1da85e6a35e00b0" alt="Contact us" 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 c-form 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({ region: "na1", portalId: "445778", formId: "eac7ff78-b0c0-41e6-9d9c-7cdb7086a7a4", sfdcCampaignId: "701R5000005FBtBIAW" }); </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="M7.5 7H7C4.23858 7 2 9.23858 2 12C2 14.7614 4.23858 17 7 17H9C11.7614 17 14 14.7614 14 12M16.5 17H17C19.7614 17 22 14.7614 22 12C22 9.23858 19.7614 7 17 7H15C12.2386 7 10 9.23858 10 12" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Connected, efficient advice process </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW132179568 BCX8"><span class="NormalTextRun SCXW132179568 BCX8">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.</span></p> <p class="Paragraph SCXW132179568 BCX8">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. </p> </div> </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="M2.49954 9H21.4995M9.99954 3L7.99954 9L11.9995 20.5L15.9995 9L13.9995 3M12.6141 20.2625L21.5727 9.51215C21.7246 9.32995 21.8005 9.23885 21.8295 9.13717C21.8551 9.04751 21.8551 8.95249 21.8295 8.86283C21.8005 8.76114 21.7246 8.67005 21.5727 8.48785L17.2394 3.28785C17.1512 3.18204 17.1072 3.12914 17.0531 3.09111C17.0052 3.05741 16.9518 3.03238 16.8953 3.01717C16.8314 3 16.7626 3 16.6248 3H7.37424C7.2365 3 7.16764 3 7.10382 3.01717C7.04728 3.03238 6.99385 3.05741 6.94596 3.09111C6.89192 3.12914 6.84783 3.18204 6.75966 3.28785L2.42633 8.48785C2.2745 8.67004 2.19858 8.76114 2.16957 8.86283C2.144 8.95249 2.144 9.04751 2.16957 9.13716C2.19858 9.23885 2.2745 9.32995 2.42633 9.51215L11.385 20.2625C11.596 20.5158 11.7015 20.6424 11.8279 20.6886C11.9387 20.7291 12.0603 20.7291 12.1712 20.6886C12.2975 20.6424 12.4031 20.5158 12.6141 20.2625Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Golden source, accurate data </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW254047500 BCX8"><span class="NormalTextRun SCXW254047500 BCX8">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.</span> </p> </div> </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 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 19.8V21M16 6L18 8L22 4M12.5 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 meet your clients’ expectations </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW71616437 BCX8"><span class="NormalTextRun SCXW71616437 BCX8">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.</span> </p> </div> </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">FEATURES & BENEFITS</p> <h2 class="c-intro__headline">Discover Nexus for Financial Advisers</h2> <p class="c-intro__text">Leverage our technology and services to create a simpler, more productive, and much more powerful financial planning process. </p> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> Nexus </option> <option value="1"> Client Onboarding and Engagement </option> <option value="2"> Financial Planning </option> <option value="3"> Investment Research </option> <option value="4"> 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'"> Nexus </button> <button class="b-solutions__tab" x-on:click="setActive(1)" x-bind:class="active == 1 && 'active'"> Client Onboarding and Engagement </button> <button class="b-solutions__tab" x-on:click="setActive(2)" x-bind:class="active == 2 && 'active'"> Financial Planning </button> <button class="b-solutions__tab" x-on:click="setActive(3)" x-bind:class="active == 3 && 'active'"> Investment Research </button> <button class="b-solutions__tab" x-on:click="setActive(4)" x-bind:class="active == 4 && '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">Nexus for Financial Advisers</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Nexus for Financial Advisers provides a framework for delivering goal-based financial planning through best-of-breed technology, integrations and investment solutions. </p> <p><span class="NormalTextRun SCXW190703689 BCX8">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.</span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/financial-advisers/nexus-for-financial-advisers#" 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>Operational efficiencies</li> <li>Data integrity & security</li> <li>Award-winning best of breed technology</li> <li>Robust & scalable advice process</li> <li>Integrations</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">Client Onboarding and Engagement </h3> <div class="c-richtext b-solutions__content-text mt-6"> <div> <p class="Paragraph SCXW175048382 BCX8"><span class="NormalTextRun SCXW175048382 BCX8">Our secure digital environment and relationship management tools facilitate remote communication and engagement between you and your clients, elevating the pain points of traditional paper-based onboarding and annual review processes.</span> </p> </div> <div> <p class="Paragraph SCXW175048382 BCX8"><span class="NormalTextRun SCXW175048382 BCX8">Securely communicate and share information with each other remotely, engaging your clients in the process from the very beginning and save time for you both. </span> </p> </div> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/financial-advisers/client-onboarding-engagement#" 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>Client-friendly interface</li> <li>Remote and secure communication</li> <li>Time & cost-saving</li> <li>Elevates client service</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">Financial Planning </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p class="Paragraph SCXW166414354 BCX8">With the country’s leading cashflow modeller and financial planning tools, you’ll be able to create visually engaging cashflow plans that bring your clients’ financial situation to life. Our vast array of tools and calculators enables you to stress test your plans and ensure they meet your clients’ needs.</p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/financial-advisers/financial-planning#" 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>Visually engaging </li> <li>Comprehensive financial planning tools</li> <li>Third party integrations</li> <li>Regulatory compliance</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">Investment Research </h3> <div class="c-richtext b-solutions__content-text mt-6"> <div> <p class="Paragraph SCXW35849370 BCX8"><span class="NormalTextRun SCXW35849370 BCX8">We support your firm's investment process by providing unrivalled, whole of market investment data, coupled with a range of advanced modelling, analytical, reporting and presentation tools. </span> </p> </div> <div> <p class="Paragraph SCXW35849370 BCX8"><span class="NormalTextRun SCXW35849370 BCX8">Sitting at the heart of many advisers' centralised investment propositions, FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means more time to focus on your clients, knowing your due diligence is taken care of. </span> </p> </div> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/financial-advisers/investment-research#" 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>Golden source data & documents</li> <li>Research individual funds & portfolios</li> <li>Demonstrate value</li> <li>Custom reporting</li> <li>Regulatory compliance</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 4"> <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 class="Paragraph SCXW148364269 BCX8"><span class="NormalTextRun SCXW9592959 BCX8">Our Model Portfolio Services draws on our heritage as a leader in accurate financial data, intelligent software and investment knowledge. Combined with decades of experience from our award-winning investment team, our solutions are designed to help meet the challenges you face and empower you to focus on delivering first class financial advice.</span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/financial-advisers/model-portfolio-service#" 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>Cater for a wide variety of client needs</li> <li>Driven by data insights</li> <li>Customer service excellence</li> <li>Compliant centralised investment proposition</li> <li>Customisable solutions</li> </ul> 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class="c-buttongroup mt-10"> <a href="/insights" class="c-button c-button--primary" > Insights <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="b-selection__cards mt-12 md:mt-16" x-ref="slider"> <div class="b-selection__card"> <div class="c-entrycard"> <a href="/insights/fe-fundinfo-announces-nexus-helping-the-investment-management-community-navigate-complexity-of-the-future" class="c-entrycard__media"> <img loading="lazy" src="/media/bwbj1j5e/nexus-square.jpg?width=450&v=1db3f32473916c0" style="object-position:50% 50%;" alt="NEXUS SQUARE"> </a> <div class="c-entrycard__content"> <div class="c-entrycard__meta"> <p class="c-entrycard__meta-label">Press release</p> <time class="c-entrycard__meta-date" 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