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Navigate complexity with confidence

We build the data bridge between asset managers and wealth managers that connects the investment industry  

Find us at the heart of the investment product lifecycle

We are uniquely positioned to deliver data-led solutions that drive confident decision-making, cost efficiency, risk management and strategic growth, all on one platform. 

Streamlining investment success

Our platform is at the heart of the investment product lifecycle, connecting asset managers and wealth managers, through our golden source of data and intelligence, reaching both individual and institutional investors globally. By using top advisory and wealth channels, we facilitate a continuous flow of market insights, being your trusted source for investment solutions. 

We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.

We equip our wealth management partners with an extensive selection of fund products and market insights, all sourced from the same core data platform utilised by our asset management clients enabling suitability and insight.

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

We provide you with a range of tailored and managed investment strategies with differing risk profiles and objectives to meet both your needs and those of your clients

Streamlining investment success

Our platform is at the heart of the investment product lifecycle, connecting asset managers and wealth managers, through our golden source of data and intelligence, reaching both individual and institutional investors globally. By using top advisory and wealth channels, we facilitate a continuous flow of market insights, being your trusted source for investment solutions. 

Calculate & Enrich

We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.

Collect & Verify

We collect, store and verify all your static and dynamic data in one place, providing proactive and reactive validation ensuring a golden source of truth.

Onboard & Engage

We equip our wealth management partners with an extensive selection of fund products and market insights, all sourced from the same core data platform utilised by our asset management clients enabling suitability and insight.

Plan & Research

We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.

Advise & Invest

We provide you with a range of tailored and managed investment strategies with differing risk profiles and objectives to meet both your needs and those of your clients

Produce & Disclose

We help you navigate market complexities and support efficient product packaging for your target markets in EMEA and APAC, streamlining regulatory requirements and investor reporting across borders.

HOW WE CAN HELP

Solutions that connect the whole investment industry

Our clients trust us as a golden source of data and intelligence to navigate the complexity of working across markets in an ever-changing regulatory landscape

  • Drive cost efficiency

    With our integrated platform you can reduce operational costs and time to market entry, driving efficiency and supporting investment product growth

  • Manage regulatory risk

    We scan the horizon to deliver actionable insights to relieve the regulatory burden for asset managers. For wealth managers, that means managing portfolios more efficiently and in compliance with regulatory requirements.

  • Enable asset growth

    We support operational efficiency and cost management so asset managers can maximise returns by accessing their chosen markets faster with fewer obstacles

  • Leverage actionable intelligence

    We enable market insights with verified information from our unique place in the centre of the investment network

WHO WE SERVE

A platform trusted by professionals

Powering the investment industry

We develop and deliver award-winning products and solutions backed by accurate, trusted data

  • 40 / 50

    top global fund managers

    Rely on our data and technology

  • 122 m+

    Pageviews

    Across all FE fundinfo proprietary platforms

  • 300 +

    media, business and technology partners

    Across Continental Europe, the United Kingdom and Asia

  • 80 %

    of UK financial advisers

    Who consume third-party research for fund selection use our software

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WHY FE FUNDINFO

Meet your global investment partner

As trusted partners in investment management, we transform complexities into opportunities for growth. 

Our integrated platform is powered by a sophisticated data engine that curates trusted data and removes complexity to create growth opportunities. This empowers asset managers and wealth managers with advanced data solutions and services that simplify global market navigation by reaching distribution centres and networks efficiently and delivering better outcomes to their clients. 

Our services relieve the pressures of processes such as product creation and regulatory filing, document and template production, dissemination and disclosure of information, thus enabling them to focus on what they do best: driving asset growth, reducing costs and managing risks. 

WHAT OUR CLIENTS SAY

The right solutions to meet specific needs

Our collaborative partnership with FE fundinfo allowed us to create and distribute over 55,000 PRIIPs KIDs in 22 languages so we could meet the new PRIIPS regulatory obligation on time.

Dionne Smith

Global Head of Reporting Operations, Schroders

SOLUTIONS INSTI – Marketing & Digital 2