FE fundinfo Scales AI Workflow Platform to Reduce Advisor Admin

The company’s internal 2026 Financial Adviser Survey highlights a systemic inefficiency: 95 percent of advisors report juggling too many disparate software applications. Half of these professionals lose four to six hours every week simply moving data between systems. By contrast, firms already utilizing AI report saving more than five hours weekly, with over half documenting clear efficiency gains through automation.

Nexus Assistant currently supports over 1,000 advisors, providing a centralized workspace that eliminates the need for manual data entry. Upcoming autumn updates focus on deeper integration, including AI-powered fund research, automated cashflow modelling, and seamless back-office synchronization. These tools allow client data to flow directly into the platform, ensuring advisors can access consolidated client profiles without toggling between multiple interfaces.