FE fundinfo

95% of financial advisers have introduced AI tooling in the last year. Yet 55% still compile management information manually through spreadsheets, according to FE fundinfo's Financial Adviser Survey 2026. In a new feature for IFA Magazine, Jodie Gallagher, Head of UK IFA Product at FE fundinfo, explores why AI’s potential in financial advice depends on trusted, connected data. Full article here: https://hubs.ly/Q04BTj_20 #Fintech #AI #FinancialAdvice

20 days to 2.  That's how much faster one of the top 10 global Investment Managers now gets funds live on key European distributor platforms, after centralising fund data dissemination through Nexus.  The results:  → Up to 90% faster time to market  → 67% gain in operational efficiency  → Automated onboarding on major European platforms  See how they did it: https://hubs.ly/Q04BzBRv0

➡️ Fragmented systems and manual processes slow teams down. On Wednesday 4 November, investment managers and distributors come together in London for the Better Connected Investment Management Conference. The focus is how connecting intelligence, technology and distribution drives growth. On the agenda: 🔹Keynote on data and AI from Hiten Patel, Oliver Wyman 🔹Panels on distribution-ready data and becoming wealth-ready at scale in private markets 🔹The Experience Zone, where you can see our latest solutions live Wednesday 4 November 2026, 14:00 to 19:30, Andaz Liverpool Street. Attendance is free but places are limited. Register now → https://hubs.ly/Q04B5TB30

If you manage funds domiciled in Luxembourg, you already know the reporting calendar is unforgiving. Monthly BCL statistical balance sheets. Quarterly AIFMD submissions. And that is before your team tackles event-based CSSF notifications.   The operational risk does not sit in any single filing. It sits in the space between producing a report and getting it to the regulator on time. FE fundinfo closes that gap for you. We file directly to all four Luxembourg authorities, including CSSF, BCL, ACD, and CAA. Enabling your reports to move seamlessly to submission with consistency and accuracy. Fewer reconciliation steps. Fewer manual touchpoints.   Talk to our team about simplifying your Luxembourg reporting 👉 https://hubs.ly/Q04z2nCj0 #Luxembourg #RegulatoryCompliance #FEfundinfo #AssetManagement #efile #Fundfiling

Your "conservative" portfolio might be taking on more risk than you think.  One discretionary manager found exactly that when they benchmarked against peer data, more risk, lower returns, without realising it. Breaking the Black Box shows how comprehensive MPS data catches blind spots like this before they cost you.  Don't let your positioning be a blind spot. Download the whitepaper: https://hubs.ly/Q04w4YT_0

Valuation. Exit and succession. M&A and consolidation. AI and connected tech. FE fundinfo put all four on the agenda at its Better Connected Wealth Management Conference in London last week. Financial advisers, wealth managers, paraplanners and firm principals came together to discuss: 🔹What an advice business is worth in an age of consolidation and AI 🔹The next big challenge facing advice firms 🔹What makes the perfect advice firm, and what buyers actually look for FE fundinfo also presented its vision for Nexus for Financial Advisers, with attendees sharing their perspectives during two interactive workshops. Thank you to the speakers and to everyone who joined the conversation. Liam Healy, Ishaan Sethi, Oliver Greenspan, Jodie Gallagher, Vladislav Stanev, Harry Cotton, Ian McKenna, Victoria Hicks✨️CEO at Melo, Steve Tennant, Jan Geweke, Lewis Byford, Stephen Hockaday Explore upcoming events: https://hubs.ly/Q04ByZKZ0

FE fundinfo was delighted to sponsor LPEA Insights, the gathering of the Luxembourg Private Equity & Venture Capital Association (LPEA) community. It was a great chance to meet investors, fund managers and partners from across private equity and venture capital. 📊 Data is now one of the most valuable assets in private markets. Last week in Luxembourg, we put that idea on stage. Maryam Longrus, our Head of Private Markets, joined the panel “The strategic value of data” . The rest of our team spent the event in conversation with peers on the issues shaping the industry. Thank you to LPEA and to everyone who stopped by to talk data with our team. LPEA - Luxembourg Private Equity & Venture Capital Association, DIANA CUTOLO, Mantris Chotzas, Fabian d'Herbais de Thun, Maryam Longrus, Virginie Delétraz, Catherine Michel-Lefebvre Find out how FE fundinfo supports private markets → https://hubs.ly/Q04BwsDr0

The new Annex IV reporting obligations under the Alternative Investment Fund Managers Directive II (AIFMD II) apply from 16 April 2027. The standards that define the templates will not be final before then.     Our regulatory experts have separated the knowns from the unknowns, so you can plan with confidence:     🔹Known: The current Annex IV template stays in force until the new standards are final.  🔹Unknown: The final templates.  🔹Expect: A larger dataset, expanded delegation and leverage reporting, and one EU submission format.     Download our insights paper to see where things stand and how to prepare 👉 https://hubs.ly/Q04Bq2XR0    #AIFMDII #AnnexIV #RegulatoryReporting #fefundinfo

Most investment managers don’t choose spreadsheets for fund data. They end up there, because enterprise platforms have meant big budgets and 16 to 20 week implementations. The cost lands elsewhere: duplicated ISINs and fees, month-ends spent reconciling, and errors found after they’re published. Our new whitepaper shows how a governed single source can go live in days. #FundData #InvestmentManagement #ProductMastering

Your CSSF returns, BCL statistical balance sheets and AIFMD Annex IV submissions, filed across multiple authorities with different formats and deadlines. FE fundinfo's Nexus platform produces and files your Luxembourg regulatory reports end to end, so your team spends less time coordinating and more time acting. Explore our regulatory filing and reporting solution. Speak with our experts to learn more 👉 https://hubs.ly/Q04z2n5B0 #Luxembourg #RegulatoryCompliance #FEfundinfo #AssetManagement #efile #Fundfiling