Nexus for Financial Advisers
Let's go!
FE fundinfo specialise in streamlining effciency in a highly complex and fragmented investment landscape
Continue
Creating a connected ecosystem for holistic outcomes
Click on the part of the business you'd like to learn more about
What is your business priority?
Drive cost effciency
Manage Risk
Catalyse Growth
Process standardisation
Concept 2
Concept 3
Use this side of the card to define the concept
Use this side of the card to define the concept
Use this side of the card to define the concept
Lets take a look at Nexus
How we can help
(Click the circles to reveal)
Predicatable consolidated cost base
Eliminate multiple software licences and integrations
Reduce paraplanner/adviser time by 20-40%
Lower onboarding and training costs with one unified system
Remove data quality costs
Continue
Nexus streamlines your advice workflow. Empowering your team to do more with less.
Features included:
Client Portal
Digital factfind
Attitude to risk
Cashflow
Product & charge comparison
Consolidation/Switching
Portfolio comparison
Fund/MPS research
Financial calculators
Platform Due Diligence
Transactional client reporting
MI Dashboards
Continue
Instead of multiple disconnected tools, Nexus brings efficiency & consistency, all in one platform
Digital factfind
Client Portal
Attitude to risk
Cashflow
Transactional client reporting
Platform Due Diligence
Financial calculators
Product & charge comparison
Consolidation/Switching
Fund/MPS research
Portfolio comparison
MI Dashboards
Continue
And helps your data flow further within your ecosystem
Reducing switching costs by 50%, could save 20 hours/week across your team
Our partners reported 25-35% lower tech spend by working with unified systems
Continue
Saving on training and maintenance — but also dramatically cutting the time people spend switching between tools.
We have a strong support infrastructure, who can work as an extension of your business:
Sales & Account Management
Client success & customer support
Training team
We work with our partners through varied channels, such as:
Quarterly business reviews
Webinars & in person events
Client workshops
Continue
We help remove costly risks associated with manual data management, whilst enhancing data quality and accuracy
This fragmentation is a major issue for:
Accurate factfinds and valuations
Consumer duty outcome monitoring
Regulatory reporting
Paraplanner workload
Acquisition multiples (CapEx uplift)
Continue
Continue
With flexible commercials to meet your needs
Enterprise Licence Unlimited access to our full Nexus for financial advisers platform of tools across your business. We provide you with the tech you need for each role at one fixed cost, based off the number of Investment Advisers within the company
Redistribution Licence If you are looking to support your growth through central teams of support/paraplanners/administrators, we can provide the relevant licence to cover the adivsers being serviced
Standalone Licences Both FE Analytics & FE CashCalc licences will remain options to purchase as standalone tools.
Continue
That means more productive hours, less frustration, and lower costs per head
Lets take a look at Nexus
How we can help
(Click the circles to reveal)
Reduced manual error rates
Consistent, auditable advice process
Single source of truth for client data
Automated guardrails for compliance steps
Improved governance and version control
Continue
Nexus streamlines your advice workflow. Driving consistency in process & output
Features included:
Client Portal
Digital factfind
Attitude to risk
Cashflow
Product & charge comparison
Consolidation/Switching
Portfolio comparison
Fund/MPS research
Financial calculators
Platform Due Diligence
Transactional client reporting
MI Dashboards
Continue
And helps your data flow further within your ecosystem
Reducing switching costs by 50%, could save 20 hours/week across your team
Our partners reported 25-35% lower tech spend by working with unified systems
Continue
To meet the Consumer Duty and other regulatory requirements, firms can use services and tools that help with gap analysis, strategy, implementation, and ongoing monitoring to improve customer outcomes
Continue
How we can help
(Click the circles to reveal)
Scalable operations, without proportional cost increase
More capacity = more clients
Shorter turnaround times
Fast onboarding of new staff
Better MI for smart decision making
Continue
Nexus streamlines your advice workflow. Eliminating operational drag.
Features included:
Client Portal
Digital factfind
Attitude to risk
Cashflow
Product & charge comparison
Consolidation/Switching
Portfolio comparison
Fund/MPS research
Financial calculators
Platform Due Diligence
Transactional client reporting
MI Dashboards
Continue
Enhancing client experience through more consistent, higher-quality outputs and shorter turnaround times.
Continue
Supporting scalable operations, enabling firms to handle more clients without proportionally increasing costs or staff.
Continue
import React from 'react';
import { Clock, Zap, CheckCircle, Users, TrendingUp, LogIn, BookOpen, Brain, Trophy } from 'lucide-react';
export default function NexusJourneyMap() {
return (
<div className="w-full h-screen flex flex-col items-center justify-center relative overflow-hidden"
style={{ backgroundColor: '#253746' }}>
{/* Decorative background elements */}
<div className="absolute top-0 left-0 w-96 h-96 rounded-full opacity-10"
style={{
background: 'radial-gradient(circle, #00A499 0%, transparent 70%)',
transform: 'translate(-30%, -30%)'
}}>
</div>
<div className="absolute bottom-0 right-0 w-96 h-96 rounded-full opacity-10"
style={{
background: 'radial-gradient(circle, #685BC7 0%, transparent 70%)',
transform: 'translate(30%, 30%)'
}}>
</div>
{/* Main Title */}
<div className="text-center mb-12 relative z-10">
<h1 className="text-5xl font-bold text-white mb-4">
The Journey to Full Productivity
</h1>
<p className="text-xl text-white opacity-90">
Nexus shortens every mile of the onboarding journey
</p>
</div>
{/* Journey Path Container */}
<div className="relative w-full max-w-6xl px-8 mb-12" style={{ height: '400px' }}>
{/* Curved SVG Path */}
<svg className="absolute inset-0 w-full h-full" style={{ zIndex: 0 }}>
<defs>
<linearGradient id="journeyGradient" x1="0%" y1="0%" x2="100%" y2="0%">
<stop offset="0%" style={{ stopColor: '#CF2129', stopOpacity: 0.6 }} />
<stop offset="33%" style={{ stopColor: '#BA55A3', stopOpacity: 0.6 }} />
<stop offset="66%" style={{ stopColor: '#685BC7', stopOpacity: 0.6 }} />
<stop offset="100%" style={{ stopColor: '#6CC24A', stopOpacity: 0.6 }} />
</linearGradient>
</defs>
{/* Background glow path */}
<path
d="M 80 300 Q 300 200, 500 250 T 920 200"
stroke="url(#journeyGradient)"
strokeWidth="80"
fill="none"
opacity="0.3"
/>
{/* Main path line */}
<path
d="M 80 300 Q 300 200, 500 250 T 920 200"
stroke="url(#journeyGradient)"
strokeWidth="6"
fill="none"
strokeDasharray="12 8"
opacity="0.8"
/>
</svg>
{/* Milestone Nodes - Standalone elements */}
<div className="absolute inset-0 grid grid-cols-4 gap-4 items-center" style={{ zIndex: 1 }}>
{/* Day 1 Milestone */}
<div className="flex flex-col items-center" style={{ marginTop: '180px' }}>
<div className="relative group">
<div
className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110"
style={{ backgroundColor: '#CF2129' }}
>
<LogIn className="w-12 h-12 text-white mb-1" strokeWidth={2} />
<p className="text-white text-2xl font-bold">Day 1</p>
</div>
{/* Connecting dot */}
<div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full"
style={{ backgroundColor: '#CF2129' }}>
</div>
</div>
<div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm">
<h3 className="text-white font-bold text-lg mb-2">First Login</h3>
<div className="space-y-1 text-white text-xs opacity-80">
<p>✓ Single sign-on ready</p>
<p>✓ Pre-configured access</p>
<p>✓ Welcome workflow</p>
</div>
</div>
</div>
{/* Week 1 Milestone */}
<div className="flex flex-col items-center" style={{ marginTop: '80px' }}>
<div className="relative group">
<div
className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110"
style={{ backgroundColor: '#BA55A3' }}
>
<BookOpen className="w-12 h-12 text-white mb-1" strokeWidth={2} />
<p className="text-white text-lg font-bold">Week 1</p>
</div>
{/* Connecting dot */}
<div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full"
style={{ backgroundColor: '#BA55A3' }}>
</div>
</div>
<div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm">
<h3 className="text-white font-bold text-lg mb-2">Core Tools</h3>
<div className="space-y-1 text-white text-xs opacity-80">
<p>✓ FE Analytics trained</p>
<p>✓ CashCalc confidence</p>
<p>✓ First client meeting</p>
</div>
</div>
</div>
{/* Week 2 Milestone */}
<div className="flex flex-col items-center" style={{ marginTop: '100px' }}>
<div className="relative group">
<div
className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110"
style={{ backgroundColor: '#685BC7' }}
>
<Brain className="w-12 h-12 text-white mb-1" strokeWidth={2} />
<p className="text-white text-lg font-bold">Week 2</p>
</div>
{/* Connecting dot */}
<div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full"
style={{ backgroundColor: '#685BC7' }}>
</div>
</div>
<div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm">
<h3 className="text-white font-bold text-lg mb-2">AI Integration</h3>
<div className="space-y-1 text-white text-xs opacity-80">
<p>✓ Nexus AI enabled</p>
<p>✓ Review automation</p>
<p>✓ Template mastery</p>
</div>
</div>
</div>
{/* Day 30 Milestone */}
<div className="flex flex-col items-center" style={{ marginTop: '60px' }}>
<div className="relative group">
<div
className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110"
style={{ backgroundColor: '#6CC24A' }}
>
<Trophy className="w-12 h-12 text-white mb-1" strokeWidth={2} />
<p className="text-white text-2xl font-bold">Day 30</p>
</div>
{/* Pulsing success ring */}
<div className="absolute inset-0 rounded-full animate-pulse"
style={{
border: '4px solid #6CC24A',
transform: 'scale(1.3)',
opacity: 0.4
}}>
</div>
{/* Connecting dot */}
<div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full"
style={{ backgroundColor: '#6CC24A' }}>
</div>
</div>
<div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm">
<h3 className="text-white font-bold text-lg mb-2" style={{ color: '#6CC24A' }}>
Full Productivity
</h3>
<div className="space-y-1 text-white text-xs font-bold opacity-90">
<p>✓ Independent adviser</p>
<p>✓ Full client load</p>
<p>✓ Chase standards met</p>
</div>
</div>
</div>
</div>
</div>
{/* Comparison Bars - Standalone elements */}
<div className="relative z-10 w-full max-w-5xl space-y-6 px-8">
{/* Traditional Timeline Bar */}
<div className="flex items-center gap-6">
<div className="w-40 text-right">
<p className="text-white font-bold text-lg opacity-80">Traditional:</p>
</div>
<div className="flex-1 relative">
<div
className="h-14 rounded-full flex items-center px-8 shadow-xl transition-all duration-300 hover:shadow-2xl"
style={{ backgroundColor: '#575959' }}
>
<div className="flex items-center gap-3">
<Clock className="w-6 h-6 text-white" />
<span className="text-white font-bold text-xl">90+ Days to Full Productivity</span>
</div>
</div>
</div>
</div>
{/* Nexus Timeline Bar with Arrow */}
<div className="flex items-center gap-6">
<div className="w-40 text-right">
<p className="font-bold text-lg" style={{ color: '#00A499' }}>With Nexus:</p>
</div>
<div className="flex-1 relative">
<div
className="h-16 rounded-full flex items-center px-8 shadow-2xl transition-all duration-300 hover:shadow-3xl relative"
style={{
backgroundColor: '#00A499',
maxWidth: '45%'
}}
>
<div className="flex items-center gap-3">
<Zap className="w-7 h-7 text-white" />
<span className="text-white font-bold text-2xl">30 Days</span>
</div>
{/* Success badge */}
<div
className="absolute -right-6 w-16 h-16 rounded-full flex items-center justify-center shadow-xl"
style={{ backgroundColor: '#6CC24A' }}
>
<CheckCircle className="w-8 h-8 text-white" strokeWidth={2.5} />
</div>
</div>
{/* 67% reduction label */}
<div className="absolute -bottom-8 left-0">
<div
className="px-4 py-2 rounded-lg"
style={{ backgroundColor: 'rgba(108, 194, 74, 0.2)' }}
>
<p className="text-sm font-bold" style={{ color: '#6CC24A' }}>
67% Faster Time-to-Productivity
</p>
</div>
</div>
</div>
</div>
</div>
{/* Bottom Impact Statement */}
<div className="relative z-10 mt-16 text-center max-w-4xl px-8">
<p className="text-white text-lg opacity-90">
<span className="font-bold" style={{ color: '#00A499' }}>Real Impact:</span> Acquired advisers productive within 30 days through standardised technology stack.
Competitive <span className="font-bold" style={{ color: '#6CC24A' }}>advantage</span> in acquisitions •
Successful <span className="font-bold" style={{ color: '#685BC7' }}>integration</span> of 16+ advisers •
Rapid <span className="font-bold" style={{ color: '#BA55A3' }}>scaling</span> to 650+ staff
</p>
</div>
{/* Subtle footer */}
<div className="absolute bottom-6 text-center text-white opacity-40 text-xs">
Nexus for Financial Advisers | Chase de Vere Strategic Priorities
</div>
</div>
);
}
Accelerating onboarding of new staff, reducing time-to-productivity and increasing the speed at which firms can expand teams.
Continue
Enhance client experience through more consistent, higher-quality outputs and shorter turnaround times.
Continue
Enabling richer MI and data-driven decisions, helping leadership identify opportunities, bottlenecks, and growth channels quickly.
Continue
'Your content is liked, but it only engages if it is interactive' - Genially
Here you can include a relevant piece of information to highlight
Continue
While removing blockers to scaling headcount
Enterprise Licence Unlimited access to our full Nexus for financial advisers platform of tools across your business. We provide you with the tech you need for each role at one fixed cost, based off the number of Investment Advisers within the company
Redistribution Licence If you are looking to support your growth through central teams of support/paraplanners/administrators, we can provide the relevant licence to cover the adivsers being serviced
Standalone Licences Both FE Analytics & FE CashCalc licences will remain options to purchase as standalone tools.
Continue
Efficiencies Automates workflows from onboarding to suitability reporting.
Eliminates double entry through Smart Data Capture
Saves 30–60 minutes per client meeting via automated meeting notes, summaries, recaps and next steps.
Automates repetitive admin such as follow-ups, report creation, data checks, and document preparation.
Reduces errors and rework with consistent templates and integrated research/data.
✓ Time saving on documentation
✓ Guidance to meet compliance requirements
✓ More time for client conversations
✓ Consistent, high-quality advice process
✓ Access to all FE applications in one platform
✓ Faster turnaround times
✓ More thorough analysis
✓ Better-explained recommendations
For Advisers
For clients
Continue
Quality of Advice:
Improved quality of advice through up-to-date fund data, ratings and research
Accurate, complete meeting records.AI transcription ensures every detail is captured, reducing the risk of missed client information or inaccurate notes.
Better client understanding- Smart Data Capture extracts goals, risk points, objectives and personal details directly from conversations, improving the foundation of the advice process.
More time for deeper client conversations- with admin removed, advisers focus on clients
Scalability:
Spending 50% less time spent on admin tasks, means can focus more on things that help grow business
Automates admin, notes, and reporting to free adviser time
Provides insights and dashboards to guide strategic growth
Standardises workflows for consistent, scalable processes
Embedded compliance reduces risk as client numbers grow
Supports more clients without hiring extra staff
Consistency is key
nearly 46% of a paraplanner’s time is spent writing suitability reports.
Improved Suitability & Consumer Protection
Stronger Evidence of Regulatory Compliance & Governance
Better Consumer Outcomes & Transparency (Aligned with the Consumer Duty)
Continue
Where we are today
Connecting the dots We're bringing together the very best techonology and services, plus a range of 3rd party integrations
This paragraph is ready to be filled with incredible creativity, experiences, and stories.
Continue
Where we are heading
This paragraph is ready to be filled with incredible creativity, experiences, and stories.
Continue
The WealthPath Agent
- Pulls complete client profiles from your CRM in seconds
- Analyzes portfolios and assets to give you instant insights
- Runs scenario modeling - like comparing retirement at 60, 62, or 65
- Identifies planning opportunities you might have missed
- Guides you through a 6-stage planning journey - from research to implementation .
Continue
The Compliance Agent
This agent supports your compliance workflow
- Suitability Assessment - Verifies alignment with client profiles
- Documentation Verification - Checks for missing or outdated items
- Regulatory Overview – Helps you understand your compliance position
- Audit Trail - Automatically documents everything for FCA requirements
No more manual compliance checks - the agent handles it all, supporting your compliance efforts so you can advise with confidence. .
Continue
First slide - what are we trying to solve Efficiencies Systems Training/Staff Commercials Quality of advice Controls & Process Safety & Security Scalability If you had a unlimited access to tech, how would you best use it?
Now, let's see how advisors navigate the financial planning journey using our Wealth Planner workflow
Click on each box below to find out more
Client selection
Portfolio analysis
Risk assessment
Portfolio recommendation
Suitability documentation
Continue
Case study figures from early adopters of Nexus
3.5k
Even if you explain it orally later
164k
This way, you will keep the audience's attention
72M
You can present the figures this way...
Continue
Case study figures from early adopters of Nexus
-£24k
A team of 5 , spending 8 hours a week sending emails. A £30 monthly subscription removed the entire process
60%
Of all FE fundinfo coding is written by AI. 50 deves can now dow the work of 250 in the space of 12 months
164k
This way, you will keep the audience's attention
Continue
If I can manage 100 today, what does it do to my income if I can manage 500?
Training & Staff: Faster onboarding with clear standardised workflows Less reliance on experienced staff due to AI-guided processes Reduced training burden for managers and compliance teams Consistent advice quality across all advisers Staff freed from admin to focus on clients No need to hire additional paraplanners or admin Easier collaboration with shared transcripts and data Fewer errors and less re-training required .
Commercials:
Lowering operational overheads through automation and reduced manual work.
Increasing adviser productivity, enabling more client cases to be completed in less time.
Improving advice consistency, which reduces rework and compliance costs.
EAP 2025 £30pp. 2026 £60pp
Controls & Process
Ensures consistent documentation and standardised workflows for every client
Automated compliance checks reduce regulatory risk
Provides full audit trails of actions and decisions
Safety & Security:
Reduces security risks associated with spreadsheets, email, and manual record-keeping.
Secure audit trails of all client interactions and documents
Protects sensitive client and firm data
Minimises risk of data loss or breaches
AI operates within a compliant, controlled environment
Reduces operational risk from manual processes
Get in contact
enquiries@fefundinfo.com
Start
Suitability documentation
This is where the true value of the combined data sets come to life - the AI drafts suitability letters and highlight areas to consider for compliance. You can accept, reject, or amend any flagged items. Complete overview ready for client presentation, with next steps clearly outlined
Portfolio analysis
AI-powered recommendations appear instantly - suggesting suitable portfolios based on the client's risk profile and goals. Notice how the AI explains why each portfolio is recommended.
Portfolio recommendation
Side-by-side portfolio comparison with AI analysis of suitability, fees and expected returns. The AI even flags potential concerns or opportunities.
Client selection
Choose your client - the AI immediately provides context about their last review and current position.
Risk assessment
Interactive questionnaire that adapts based on responses, with AI insights highlighting any changes from previous assessments.
Nexus for Financial Advisers
matt dsouza
Created on August 4, 2025
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Terrazzo Presentation
View
Visual Presentation
View
Relaxing Presentation
View
Modern Presentation
View
Colorful Presentation
View
Modular Structure Presentation
View
Chromatic Presentation
Explore all templates
Transcript
Nexus for Financial Advisers
Let's go!
FE fundinfo specialise in streamlining effciency in a highly complex and fragmented investment landscape
Continue
Creating a connected ecosystem for holistic outcomes
Click on the part of the business you'd like to learn more about
What is your business priority?
Drive cost effciency
Manage Risk
Catalyse Growth
Process standardisation
Concept 2
Concept 3
Use this side of the card to define the concept
Use this side of the card to define the concept
Use this side of the card to define the concept
Lets take a look at Nexus
How we can help
(Click the circles to reveal)
Predicatable consolidated cost base
Eliminate multiple software licences and integrations
Reduce paraplanner/adviser time by 20-40%
Lower onboarding and training costs with one unified system
Remove data quality costs
Continue
Nexus streamlines your advice workflow. Empowering your team to do more with less.
Features included:
Client Portal
Digital factfind
Attitude to risk
Cashflow
Product & charge comparison
Consolidation/Switching
Portfolio comparison
Fund/MPS research
Financial calculators
Platform Due Diligence
Transactional client reporting
MI Dashboards
Continue
Instead of multiple disconnected tools, Nexus brings efficiency & consistency, all in one platform
Digital factfind
Client Portal
Attitude to risk
Cashflow
Transactional client reporting
Platform Due Diligence
Financial calculators
Product & charge comparison
Consolidation/Switching
Fund/MPS research
Portfolio comparison
MI Dashboards
Continue
And helps your data flow further within your ecosystem
Reducing switching costs by 50%, could save 20 hours/week across your team
Our partners reported 25-35% lower tech spend by working with unified systems
Continue
Saving on training and maintenance — but also dramatically cutting the time people spend switching between tools.
We have a strong support infrastructure, who can work as an extension of your business:
Sales & Account Management
Client success & customer support
Training team
We work with our partners through varied channels, such as:
Quarterly business reviews
Webinars & in person events
Client workshops
Continue
We help remove costly risks associated with manual data management, whilst enhancing data quality and accuracy
This fragmentation is a major issue for:
Accurate factfinds and valuations
Consumer duty outcome monitoring
Regulatory reporting
Paraplanner workload
Acquisition multiples (CapEx uplift)
Continue
Continue
With flexible commercials to meet your needs
Enterprise Licence Unlimited access to our full Nexus for financial advisers platform of tools across your business. We provide you with the tech you need for each role at one fixed cost, based off the number of Investment Advisers within the company
Redistribution Licence If you are looking to support your growth through central teams of support/paraplanners/administrators, we can provide the relevant licence to cover the adivsers being serviced
Standalone Licences Both FE Analytics & FE CashCalc licences will remain options to purchase as standalone tools.
Continue
That means more productive hours, less frustration, and lower costs per head
Lets take a look at Nexus
How we can help
(Click the circles to reveal)
Reduced manual error rates
Consistent, auditable advice process
Single source of truth for client data
Automated guardrails for compliance steps
Improved governance and version control
Continue
Nexus streamlines your advice workflow. Driving consistency in process & output
Features included:
Client Portal
Digital factfind
Attitude to risk
Cashflow
Product & charge comparison
Consolidation/Switching
Portfolio comparison
Fund/MPS research
Financial calculators
Platform Due Diligence
Transactional client reporting
MI Dashboards
Continue
And helps your data flow further within your ecosystem
Reducing switching costs by 50%, could save 20 hours/week across your team
Our partners reported 25-35% lower tech spend by working with unified systems
Continue
To meet the Consumer Duty and other regulatory requirements, firms can use services and tools that help with gap analysis, strategy, implementation, and ongoing monitoring to improve customer outcomes
Continue
How we can help
(Click the circles to reveal)
Scalable operations, without proportional cost increase
More capacity = more clients
Shorter turnaround times
Fast onboarding of new staff
Better MI for smart decision making
Continue
Nexus streamlines your advice workflow. Eliminating operational drag.
Features included:
Client Portal
Digital factfind
Attitude to risk
Cashflow
Product & charge comparison
Consolidation/Switching
Portfolio comparison
Fund/MPS research
Financial calculators
Platform Due Diligence
Transactional client reporting
MI Dashboards
Continue
Enhancing client experience through more consistent, higher-quality outputs and shorter turnaround times.
Continue
Supporting scalable operations, enabling firms to handle more clients without proportionally increasing costs or staff.
Continue
import React from 'react'; import { Clock, Zap, CheckCircle, Users, TrendingUp, LogIn, BookOpen, Brain, Trophy } from 'lucide-react'; export default function NexusJourneyMap() { return ( <div className="w-full h-screen flex flex-col items-center justify-center relative overflow-hidden" style={{ backgroundColor: '#253746' }}> {/* Decorative background elements */} <div className="absolute top-0 left-0 w-96 h-96 rounded-full opacity-10" style={{ background: 'radial-gradient(circle, #00A499 0%, transparent 70%)', transform: 'translate(-30%, -30%)' }}> </div> <div className="absolute bottom-0 right-0 w-96 h-96 rounded-full opacity-10" style={{ background: 'radial-gradient(circle, #685BC7 0%, transparent 70%)', transform: 'translate(30%, 30%)' }}> </div> {/* Main Title */} <div className="text-center mb-12 relative z-10"> <h1 className="text-5xl font-bold text-white mb-4"> The Journey to Full Productivity </h1> <p className="text-xl text-white opacity-90"> Nexus shortens every mile of the onboarding journey </p> </div> {/* Journey Path Container */} <div className="relative w-full max-w-6xl px-8 mb-12" style={{ height: '400px' }}> {/* Curved SVG Path */} <svg className="absolute inset-0 w-full h-full" style={{ zIndex: 0 }}> <defs> <linearGradient id="journeyGradient" x1="0%" y1="0%" x2="100%" y2="0%"> <stop offset="0%" style={{ stopColor: '#CF2129', stopOpacity: 0.6 }} /> <stop offset="33%" style={{ stopColor: '#BA55A3', stopOpacity: 0.6 }} /> <stop offset="66%" style={{ stopColor: '#685BC7', stopOpacity: 0.6 }} /> <stop offset="100%" style={{ stopColor: '#6CC24A', stopOpacity: 0.6 }} /> </linearGradient> </defs> {/* Background glow path */} <path d="M 80 300 Q 300 200, 500 250 T 920 200" stroke="url(#journeyGradient)" strokeWidth="80" fill="none" opacity="0.3" /> {/* Main path line */} <path d="M 80 300 Q 300 200, 500 250 T 920 200" stroke="url(#journeyGradient)" strokeWidth="6" fill="none" strokeDasharray="12 8" opacity="0.8" /> </svg> {/* Milestone Nodes - Standalone elements */} <div className="absolute inset-0 grid grid-cols-4 gap-4 items-center" style={{ zIndex: 1 }}> {/* Day 1 Milestone */} <div className="flex flex-col items-center" style={{ marginTop: '180px' }}> <div className="relative group"> <div className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110" style={{ backgroundColor: '#CF2129' }} > <LogIn className="w-12 h-12 text-white mb-1" strokeWidth={2} /> <p className="text-white text-2xl font-bold">Day 1</p> </div> {/* Connecting dot */} <div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full" style={{ backgroundColor: '#CF2129' }}> </div> </div> <div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm"> <h3 className="text-white font-bold text-lg mb-2">First Login</h3> <div className="space-y-1 text-white text-xs opacity-80"> <p>✓ Single sign-on ready</p> <p>✓ Pre-configured access</p> <p>✓ Welcome workflow</p> </div> </div> </div> {/* Week 1 Milestone */} <div className="flex flex-col items-center" style={{ marginTop: '80px' }}> <div className="relative group"> <div className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110" style={{ backgroundColor: '#BA55A3' }} > <BookOpen className="w-12 h-12 text-white mb-1" strokeWidth={2} /> <p className="text-white text-lg font-bold">Week 1</p> </div> {/* Connecting dot */} <div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full" style={{ backgroundColor: '#BA55A3' }}> </div> </div> <div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm"> <h3 className="text-white font-bold text-lg mb-2">Core Tools</h3> <div className="space-y-1 text-white text-xs opacity-80"> <p>✓ FE Analytics trained</p> <p>✓ CashCalc confidence</p> <p>✓ First client meeting</p> </div> </div> </div> {/* Week 2 Milestone */} <div className="flex flex-col items-center" style={{ marginTop: '100px' }}> <div className="relative group"> <div className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110" style={{ backgroundColor: '#685BC7' }} > <Brain className="w-12 h-12 text-white mb-1" strokeWidth={2} /> <p className="text-white text-lg font-bold">Week 2</p> </div> {/* Connecting dot */} <div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full" style={{ backgroundColor: '#685BC7' }}> </div> </div> <div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm"> <h3 className="text-white font-bold text-lg mb-2">AI Integration</h3> <div className="space-y-1 text-white text-xs opacity-80"> <p>✓ Nexus AI enabled</p> <p>✓ Review automation</p> <p>✓ Template mastery</p> </div> </div> </div> {/* Day 30 Milestone */} <div className="flex flex-col items-center" style={{ marginTop: '60px' }}> <div className="relative group"> <div className="w-32 h-32 rounded-full flex flex-col items-center justify-center shadow-2xl transition-all duration-300 hover:scale-110" style={{ backgroundColor: '#6CC24A' }} > <Trophy className="w-12 h-12 text-white mb-1" strokeWidth={2} /> <p className="text-white text-2xl font-bold">Day 30</p> </div> {/* Pulsing success ring */} <div className="absolute inset-0 rounded-full animate-pulse" style={{ border: '4px solid #6CC24A', transform: 'scale(1.3)', opacity: 0.4 }}> </div> {/* Connecting dot */} <div className="absolute -bottom-6 left-1/2 transform -translate-x-1/2 w-3 h-3 rounded-full" style={{ backgroundColor: '#6CC24A' }}> </div> </div> <div className="mt-10 text-center bg-white bg-opacity-10 rounded-lg p-4 backdrop-blur-sm"> <h3 className="text-white font-bold text-lg mb-2" style={{ color: '#6CC24A' }}> Full Productivity </h3> <div className="space-y-1 text-white text-xs font-bold opacity-90"> <p>✓ Independent adviser</p> <p>✓ Full client load</p> <p>✓ Chase standards met</p> </div> </div> </div> </div> </div> {/* Comparison Bars - Standalone elements */} <div className="relative z-10 w-full max-w-5xl space-y-6 px-8"> {/* Traditional Timeline Bar */} <div className="flex items-center gap-6"> <div className="w-40 text-right"> <p className="text-white font-bold text-lg opacity-80">Traditional:</p> </div> <div className="flex-1 relative"> <div className="h-14 rounded-full flex items-center px-8 shadow-xl transition-all duration-300 hover:shadow-2xl" style={{ backgroundColor: '#575959' }} > <div className="flex items-center gap-3"> <Clock className="w-6 h-6 text-white" /> <span className="text-white font-bold text-xl">90+ Days to Full Productivity</span> </div> </div> </div> </div> {/* Nexus Timeline Bar with Arrow */} <div className="flex items-center gap-6"> <div className="w-40 text-right"> <p className="font-bold text-lg" style={{ color: '#00A499' }}>With Nexus:</p> </div> <div className="flex-1 relative"> <div className="h-16 rounded-full flex items-center px-8 shadow-2xl transition-all duration-300 hover:shadow-3xl relative" style={{ backgroundColor: '#00A499', maxWidth: '45%' }} > <div className="flex items-center gap-3"> <Zap className="w-7 h-7 text-white" /> <span className="text-white font-bold text-2xl">30 Days</span> </div> {/* Success badge */} <div className="absolute -right-6 w-16 h-16 rounded-full flex items-center justify-center shadow-xl" style={{ backgroundColor: '#6CC24A' }} > <CheckCircle className="w-8 h-8 text-white" strokeWidth={2.5} /> </div> </div> {/* 67% reduction label */} <div className="absolute -bottom-8 left-0"> <div className="px-4 py-2 rounded-lg" style={{ backgroundColor: 'rgba(108, 194, 74, 0.2)' }} > <p className="text-sm font-bold" style={{ color: '#6CC24A' }}> 67% Faster Time-to-Productivity </p> </div> </div> </div> </div> </div> {/* Bottom Impact Statement */} <div className="relative z-10 mt-16 text-center max-w-4xl px-8"> <p className="text-white text-lg opacity-90"> <span className="font-bold" style={{ color: '#00A499' }}>Real Impact:</span> Acquired advisers productive within 30 days through standardised technology stack. Competitive <span className="font-bold" style={{ color: '#6CC24A' }}>advantage</span> in acquisitions • Successful <span className="font-bold" style={{ color: '#685BC7' }}>integration</span> of 16+ advisers • Rapid <span className="font-bold" style={{ color: '#BA55A3' }}>scaling</span> to 650+ staff </p> </div> {/* Subtle footer */} <div className="absolute bottom-6 text-center text-white opacity-40 text-xs"> Nexus for Financial Advisers | Chase de Vere Strategic Priorities </div> </div> ); }
Accelerating onboarding of new staff, reducing time-to-productivity and increasing the speed at which firms can expand teams.
Continue
Enhance client experience through more consistent, higher-quality outputs and shorter turnaround times.
Continue
Enabling richer MI and data-driven decisions, helping leadership identify opportunities, bottlenecks, and growth channels quickly.
Continue
'Your content is liked, but it only engages if it is interactive' - Genially
Here you can include a relevant piece of information to highlight
Continue
While removing blockers to scaling headcount
Enterprise Licence Unlimited access to our full Nexus for financial advisers platform of tools across your business. We provide you with the tech you need for each role at one fixed cost, based off the number of Investment Advisers within the company
Redistribution Licence If you are looking to support your growth through central teams of support/paraplanners/administrators, we can provide the relevant licence to cover the adivsers being serviced
Standalone Licences Both FE Analytics & FE CashCalc licences will remain options to purchase as standalone tools.
Continue
Efficiencies Automates workflows from onboarding to suitability reporting. Eliminates double entry through Smart Data Capture Saves 30–60 minutes per client meeting via automated meeting notes, summaries, recaps and next steps. Automates repetitive admin such as follow-ups, report creation, data checks, and document preparation. Reduces errors and rework with consistent templates and integrated research/data.
✓ Time saving on documentation ✓ Guidance to meet compliance requirements ✓ More time for client conversations ✓ Consistent, high-quality advice process ✓ Access to all FE applications in one platform
✓ Faster turnaround times ✓ More thorough analysis ✓ Better-explained recommendations
For Advisers
For clients
Continue
Quality of Advice: Improved quality of advice through up-to-date fund data, ratings and research Accurate, complete meeting records.AI transcription ensures every detail is captured, reducing the risk of missed client information or inaccurate notes. Better client understanding- Smart Data Capture extracts goals, risk points, objectives and personal details directly from conversations, improving the foundation of the advice process. More time for deeper client conversations- with admin removed, advisers focus on clients
Scalability: Spending 50% less time spent on admin tasks, means can focus more on things that help grow business Automates admin, notes, and reporting to free adviser time Provides insights and dashboards to guide strategic growth Standardises workflows for consistent, scalable processes Embedded compliance reduces risk as client numbers grow Supports more clients without hiring extra staff
Consistency is key
nearly 46% of a paraplanner’s time is spent writing suitability reports.
Improved Suitability & Consumer Protection
Stronger Evidence of Regulatory Compliance & Governance
Better Consumer Outcomes & Transparency (Aligned with the Consumer Duty)
Continue
Where we are today
Connecting the dots We're bringing together the very best techonology and services, plus a range of 3rd party integrations
This paragraph is ready to be filled with incredible creativity, experiences, and stories.
Continue
Where we are heading
This paragraph is ready to be filled with incredible creativity, experiences, and stories.
Continue
The WealthPath Agent
Continue
The Compliance Agent
This agent supports your compliance workflow
- Audit Trail - Automatically documents everything for FCA requirements
No more manual compliance checks - the agent handles it all, supporting your compliance efforts so you can advise with confidence. .Continue
First slide - what are we trying to solve Efficiencies Systems Training/Staff Commercials Quality of advice Controls & Process Safety & Security Scalability If you had a unlimited access to tech, how would you best use it?
Now, let's see how advisors navigate the financial planning journey using our Wealth Planner workflow
Click on each box below to find out more
Client selection
Portfolio analysis
Risk assessment
Portfolio recommendation
Suitability documentation
Continue
Case study figures from early adopters of Nexus
3.5k
Even if you explain it orally later
164k
This way, you will keep the audience's attention
72M
You can present the figures this way...
Continue
Case study figures from early adopters of Nexus
-£24k
A team of 5 , spending 8 hours a week sending emails. A £30 monthly subscription removed the entire process
60%
Of all FE fundinfo coding is written by AI. 50 deves can now dow the work of 250 in the space of 12 months
164k
This way, you will keep the audience's attention
Continue
If I can manage 100 today, what does it do to my income if I can manage 500?
Training & Staff: Faster onboarding with clear standardised workflows Less reliance on experienced staff due to AI-guided processes Reduced training burden for managers and compliance teams Consistent advice quality across all advisers Staff freed from admin to focus on clients No need to hire additional paraplanners or admin Easier collaboration with shared transcripts and data Fewer errors and less re-training required .
Commercials: Lowering operational overheads through automation and reduced manual work. Increasing adviser productivity, enabling more client cases to be completed in less time. Improving advice consistency, which reduces rework and compliance costs. EAP 2025 £30pp. 2026 £60pp
Controls & Process Ensures consistent documentation and standardised workflows for every client Automated compliance checks reduce regulatory risk Provides full audit trails of actions and decisions
Safety & Security: Reduces security risks associated with spreadsheets, email, and manual record-keeping. Secure audit trails of all client interactions and documents Protects sensitive client and firm data Minimises risk of data loss or breaches AI operates within a compliant, controlled environment Reduces operational risk from manual processes
Get in contact
enquiries@fefundinfo.com
Start
Suitability documentation
This is where the true value of the combined data sets come to life - the AI drafts suitability letters and highlight areas to consider for compliance. You can accept, reject, or amend any flagged items. Complete overview ready for client presentation, with next steps clearly outlined
Portfolio analysis
AI-powered recommendations appear instantly - suggesting suitable portfolios based on the client's risk profile and goals. Notice how the AI explains why each portfolio is recommended.
Portfolio recommendation
Side-by-side portfolio comparison with AI analysis of suitability, fees and expected returns. The AI even flags potential concerns or opportunities.
Client selection
Choose your client - the AI immediately provides context about their last review and current position.
Risk assessment
Interactive questionnaire that adapts based on responses, with AI insights highlighting any changes from previous assessments.