FE fundinfo
🇬🇧 GB · from £80/mo
Automated PRIIPs KID and regulatory document production for fund managers
Features
Investment research and analytics
- Research across 300,000+ investment instruments
- Portfolio construction and analysis
- Side-by-side performance comparisons
- Due-diligence and ongoing-monitoring tools
- MPS research and holdings-level data
- Customizable reports with 150+ data fields
Financial planning
- Lifetime cashflow modelling (deterministic and stochastic)
- Visual timelines for goals and life events
- Market simulations and stress testing
- 25+ financial calculators
- Mortgage and protection planning with 10 calculators
Client onboarding and adviser workflows
- Digital fact-finding and onboarding via secure portal
- Client data integration into planning and research workflows
- Open-banking imports of client income and expenses
AI-assisted advice workflows
- Meeting transcription and summaries
- Fact-find extraction
- CRM updates and email assistance
- Vulnerability signal identification
- Audit trail generation
Regulatory reporting and distribution
- Regulatory document production and filing
- Support for PRIIPs, UCITS, AIFMD, SFDR, TCFD, UK CCI
- Coverage for 75 jurisdictions
- Processing of 550,000+ regulatory documents annually
Fund data and operations
- Central source for validated fund data and documents
- Data modelling and dissemination in Openfunds, EMT, EET formats
- Fee and distribution-channel management
- Rebate activity, distributor hierarchies, calculations and invoicing
Digital fund tools
- Branded website widgets
- Fund centres, performance charts, asset breakdowns
- Data tables and comparison tools
- HTML factsheets
- Hosted or API solutions
Data delivery and integration
- API, SFTP, database and file-based delivery
- Direct integration with Snowflake
Pricing
- Includes free paraplanner licence
- 28-day free trial for mortgage and protection tools
- Bespoke pricing
- No published trial terms
- 30-day free trial (limited-time offer)
- Research across 300,000+ instruments
- Free trial available
- Meeting transcription and summaries
- Audit trail generation
- Free trial available
- Automated regulatory filings
- Support for AIFMD
- Partnership pricing varies by integration scope
- Scalable with usage
- Enterprise-grade data quality
Prices may vary; FE CashCalc individual licence price conflict in sources (£75 or £80/month + VAT). Partnership pricing for institutional products is bespoke.
EU Trust Profile
What we verified against public sources, last checked 2026-11-03. Every point links to its evidence.
- Evidence →Public sub-processor list
Public list of appointed sub-processors, including internal subsidiaries and external providers.
- Evidence →ISO 27001
ISO 27001 certification is claimed on the Asset Servicers page.
- Evidence →SOC 2
Annual SOC 2 audits are claimed to provide independent verification.
- Evidence →Self-hosting available
On-premises and private-cloud deployment options are explicitly offered.
- Evidence →Documented data exportExcel, PDF, CSV
Client Book of Record page documents exports in these formats.
- Evidence →Local-language support
German and French contact pages imply support in these languages.
We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.
Work at FE fundinfo?
This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (GB) and the compliance points we checked against public sources — the date on it is the date we last checked.
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Reviews
Recurring themes, synthesized from public reviews across portals.
What users value
- Centralized investment research with fund data, performance analysis, factsheets and regulatory documents in one platform
- Fund and portfolio comparison tools with portfolio scans and client-ready visual reports
- Time-saving workflows via Bulk Code Importer, saved portfolios, bulk document downloads and monitoring alerts
- Advanced tools like Reduction in Yield and ex-ante cost calculations for compliance and client reviews
- Extensive investment universe with detailed, frequently updated data and portfolio-building features
- Charting and risk-analysis capabilities integrated into the platform
- Intuitive system once familiar, becoming integral to research and client-review work
- Training resources including video tutorials, guides, webinars and a training academy
Where users see room to improve
- · Crowded interface with a steep learning curve due to extensive information and filters
- · Role-based profiles needed to hide irrelevant features and simplify navigation
- · Technical issues reported with FE Analytics, though frequency and persistence unclear
Integrations
FE fundinfo: frequently asked questions
- How much does FE fundinfo cost?
- FE fundinfo starts at £80/mo. Prices may vary; FE CashCalc individual licence price conflict in sources (£75 or £80/month + VAT). Partnership pricing for institutional products is bespoke.
- Which tools does FE fundinfo integrate with?
- FE fundinfo connects with Intelliflo, Intelliflo Office, Iress, Xplan, Adviser Office, Plum, True Potential and Time4Advice (Curo), plus 3 more integrations we found.
Other vendors in PRIIPs KID Software
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- NeoXam Impress🇫🇷End-to-end regulatory reporting for asset managers and banks
- WSD PRIIP Cloud🇬🇧Automated EU and UK PRIIPs KID generation with risk calculations and multi-language support
- Fairmat🇮🇹PRIIPs KID lifecycle management for financial institutions
Feature, pricing and integration details are based on web research (as of 2026-11-03), without guarantee, errors are possible. The vendor's website prevails.