Your Personal AI Agent for Financial Advice

Automate your everyday tasks and focus on what matters most - growing your business and serving your clients better.

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Work Smarter with Nexus AI

Nexus AI for IFAs is your personal AI agent built to automate your everyday tasks so you can focus on what's important. It connects client conversations to intelligent action, orchestrates workflows across FE CashCalc, FE Analytics and increases efficiency.

Intelligent Workflow Orchestration

Turn meeting notes into smart actions across your tools automatically, streamlining your entire advisory process.

50% Less Admin Time

Experience significant time savings on administrative tasks, allowing you to focus on growing your business and client relationships.

Seamless Integration

Works seamlessly with FE CashCalc and FE Analytics, enhancing your existing workflow without disruption.

Key Benefits:

  • Intelligent workflow orchestration that turns meeting notes into smart actions across your tools
  • Experience 50% less time spent on admin tasks, meaning you can focus more on things that help grow your business
  • Data-driven insights for product research and portfolio benchmarking
  • Effortless professional excellence with automated reporting and compliant-by-design workflows
  • Seamless integration with your existing FE tools and processes
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