A New Era of Adviser Efficiency
In a move designed to transform adviser workflows, FE fundinfo has integrated FE CashCalc and FE Analytics within its Nexus platform. This bold step aims to improve financial planning precision by aligning real-time data with client-specific strategies. As a result, cashflow planning becomes more dynamic, accurate, and personalised.
By merging portfolio analytics with forecasting tools, the company empowers advisers to plan more effectively and deliver higher-quality advice at scale.
From Assumptions to Accuracy
Traditionally, cashflow planning relied on generic growth assumptions. However, thanks to this integration, advisers can now create forecasts using actual client portfolios. This means projections are based on real-time asset allocations, not outdated templates or assumptions.
Consequently, clients receive forecasts grounded in reality, offering more trust and transparency. At the same time, advisers save time and reduce guesswork, improving both accuracy and efficiency.
Seamless Personalisation at Scale
Using real portfolio data, advisers can now generate tailored growth models effortlessly. These insights are not just personalised — they are uniquely aligned to each client’s holdings and objectives. Therefore, plans feel more relevant and actionable for clients from day one.
Furthermore, this kind of scaleable personalisation lets firms serve more clients with greater speed and quality — without sacrificing depth or insight.
Boosting Workflow Efficiency by 55%
One of the most impressive benefits of this integration is the 55% increase in workflow efficiency reported by FE fundinfo. With this streamlined system, administrative time drops significantly, allowing advisers to focus on high-value relationships instead.
More importantly, smoother workflows also reduce errors, improve compliance, and help firms operate more competitively in an increasingly digital advisory market.
Bridging Planning and Investment Management
Jodie Gallagher, Head of UK IFA Products at FE fundinfo, shared the company’s vision:
“By integrating FE CashCalc and FE Analytics, we’re aligning financial planning with investment management in a seamless, efficient way.”
She added that this move reflects their commitment to simplifying complexity, enhancing both adviser experience and client outcomes. This isn’t just a tech upgrade — it’s a reimagining of how advisers work.
Client Experience Reimagined
Ultimately, this change helps advisers deliver more personalised advice, better forecasts, and stronger client relationships. That’s especially important in today’s volatile financial environment, where clients expect clarity, speed, and tailored insights.
By building planning tools that work in harmony, FE fundinfo is setting a new standard for cashflow planning in the wealthtech industry.
Final Thoughts
This integration represents a clear leap forward in adviser technology. With analytics and forecasting united under one roof, cashflow planning becomes not only more powerful but far more relevant.
As more advisers shift toward client-centric models, these kinds of innovations could quickly become industry essentials. For now, FE fundinfo has made it clear: smarter tools mean better advice.