FE fundinfo

🎄 Day 8 of 24 FE fundinfo's Wealthy Advent Calendar 🎄 Today’s insight: Filtering the New MPS Universe in FE Analytics 📹 Watch the short video to learn how to apply filters to the Managed Portfolio Service (MPS) Universe in FE Analytics to find the right solutions faster. ✅ Key takeaway: Narrow down options efficiently and make informed decisions with advanced filtering. 💬 Which filters do you use most often? Share your thoughts below! #FEfundinfo #AdventCalendar #FinTech #Fundmanagement #TipsAndTricks

AdviserSoftware.com shares a deep dive into Nexus AI for Financial Advisers and its impact on advice workflows. 👇 Learn more about Nexus AI and explore how FE fundinfo can support your advice process.

🎄 Day 7 of 24 FE fundinfo's Wealthy Advent Calendar 🎄 Today’s insight: Using the FE CashCalc Client Portal 📹 Watch the short video to learn how the Client Portal in FE CashCalc enhances collaboration, allowing clients to securely share documents and access plans online. ✅ Key takeaway: Improve client engagement and streamline communication. 💬 Do you use the Client Portal? Tell us how it helps your advice process! #FEfundinfo #AdventCalendar #FinTech #Fundmanagement #TipsAndTricks

🎄 Day 6 of 24 FE fundinfo's Wealthy Advent Calendar 🎄 Today’s insight: Customising Your FE Analytics Experience 📹 Watch the short video to learn how to personalise FE Analytics, adjust layouts, save templates and create dashboards that fit your workflows. ✅ Key takeaway: Tailor FE Analytics to your needs for faster, smarter analysis. 💬 How do you customise your FE Analytics experience? Share your tips or questions below! #FEfundinfo #AdventCalendar #FinTech #Fundmanagement #TipsAndTricks

EU Market Integration Package: What’s new for collective investment schemes The European Commission has released its Market Integration package, featuring Master Regulation and amendments to AIFMD, UCITS, and MiFID II. Key proposals include: ✅ Elimination of national discretions, including divergent AIFM authorisation requirements ✅ New disclosure obligations for third-party fund managers ✅ Enhanced management company passport ✅ Introduction of a pan-European depositary passport ✅ Amendments to UCITS investment limits 📊 These changes aim to create a more unified regulatory framework across EU member states. 📄 Access the full package: https://hubs.ly/Q03X1dnY0 #AssetManagement #EURegulation #AIFMD #UCITS #FundManagement #RegulatoryUpdate

🎄 Day 5 of 24 FE fundinfo’s Wealthy Advent Calendar 🎄 Today’s insight: Import Portfolios Easily in FE Analytics 📹 Watch the short video to learn how to use the Portfolio Importer feature in FE Analytics to upload multiple portfolios quickly and reduce manual work. ✅ Key takeaway: Simplify workflows and save time with bulk portfolio imports. 💬 Have you tried the Portfolio Importer yet? Share your experience or questions below! #FEfundinfo #AdventCalendar #FinTech #Fundmanagement #TipsAndTricks

Reliving the best moments of the 2025 Better Connected World Tour! From inspiring discussions to groundbreaking insights, this year’s tour brought together brilliant minds and innovative ideas. 🎥 Watch the highlights from our final stop in Zurich: https://hubs.ly/Q03WqNz30 Catch the energy, the conversations and the key moments in our recap video. Stay tuned: the 2026 programme is coming soon. ➡️ Do you want to learn more about our products? Book a meeting with us: https://hubs.ly/Q03WqPpm0

🎄 Day 4 of 24 FE fundinfo's Wealthy Advent Calendar 🎄 We’re continuing our daily series to help you get the most out of FE fundinfo’s solutions for advisers. Today’s insight: Set Up and Manage Alerts in FE Analytics 📹 Watch the short video to learn how to configure alerts in FE Analytics so you can stay informed about portfolio changes, performance thresholds and market movements. ✅ Key takeaway: Alerts keep you proactive and save time by notifying you when action is needed. 💬 Do you use alerts to monitor your portfolios? Share your tips or questions below! #FEfundinfo #AdventCalendar #FinTech #Fundmanagement #TipsAndTricks

🇭🇰 Hong Kong Streamlines UCITS Fund Registration Big news for asset managers! The Hong Kong SFC just made life easier for UCITS funds with significant regulatory changes effective November 28, 2025. What's Changed: ✅ No more pre-approval needed for: Depositary and investment delegate changes (when supervised by Home regulator) Material changes to investment objectives/policies that meet Home regulator requirements ✅ Notification requirements now aligned with Home regulators' timelines and content The Impact: The SFC expects these changes to cut scheme-change applications by ~50% Scope: Applies to UCITS funds from France, Luxembourg, Ireland, the Netherlands, and UK UCITS funds This reflects the SFC's recognition of UCITS' robust investor protection framework and marks a major step toward streamlined cross-border fund distribution. 📖 Full details: https://hubs.ly/Q03Ws3NC0 Need support with cross-border fund registrations? FE fundinfo's Global Funds Registration (GFR) Service covers 70+ countries with expert consultancy and project management via our Nexus platform. #FundRegistration #UCITS #HongKong #AssetManagement #RegulatoryUpdate #CrossBorder #FundDistribution

Better Connected 2025 brought the investment industry together in London to explore the future of integrated platforms. We showcased how Nexus addresses integration challenges in investments through data mastering, end-to-end connectivity, and purpose-built AI capabilities that eliminate re-keying and free up time for what matters: client outcomes.   Key highlights: 🕵️♀️ Meeting Agent's auto-transcription and CRM population already delivering measurable time savings for IFAs 🔎 Document Inspector validating regulatory documents against 600+ UK CCI rules 🔗 Private markets integration opening new opportunities for portfolio diversification As our CEO Liam Healy noted: the industry stands at a crossroads. Market consolidation, generational wealth transfer, and regulatory pressures demand a connected approach. The case for integrated intelligence has never been stronger. Read the full event wrap-up: https://lnkd.in/eatufqtV #BetterConnected2025 #InvestmentTechnology #WealthManagement #AssetManagement #RegulatoryCompliance