CONNECT WITH US
Fintech

Fintech

FE fundinfo links Nexus to intelliflo CRM for advisers

Fintech Global logo

Published on

Add as a preferred source on Google
FE fundinfo links Nexus to intelliflo CRM for advisers

FE fundinfo, a data provider supporting thousands of UK advice firms, has launched the next stage of Nexus for Financial Advisers.

The update extends the platform’s links into the client relationship management tools that firms already use, and intelliflo is the first to be integrated.

With the new release, advisers using the meeting workflow in Nexus Assistant can bring intelliflo data into the platform. They can also send details gathered during Nexus workflows back into intelliflo. Until now, advisers had to transfer this information by hand. FE fundinfo plans to add more CRM integrations before the end of the year.

Nexus for Financial Advisers combines investment research, cashflow planning and client meetings in one workflow. Advisers can take a case from the research stage through planning and the client meeting, and then into the client record, without switching platforms or learning a new interface at each point.

The company says the UK advice gap is about capacity as well as demand. More people could benefit from financial guidance than the sector can currently serve, so it matters more that advisers spend their time with clients instead of on paperwork.

FE fundinfo’s Financial Adviser Survey 2026 found that 95% of advisers feel they rely on too many software applications. Matching up data across these tools takes the typical adviser 192 hours each year, which is close to five working weeks that could have gone to clients.

FE fundinfo’s data is used in advice work at more than 3,900 UK firms.



Source link
Related Topics:Fintech

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.