FE fundinfo extends Nexus for Financial Advisers into face-to-face client meetings with new mobile app

FE fundinfo launched a mobile app for Nexus for Financial Advisers, extending its AI-powered meeting support to face-to-face client meetings for the first time and making it available to all Nexus Assistant users on Android and iOS.
Information recorded during in-person meetings on a phone or tablet becomes part of the same client record used across the wider advice process rather than remaining isolated in a separate tool.
Meetings recorded on the app follow the same workflow as video meetings, including transcription, structured note generation, client data extraction, adviser review and approval, and transfer into Nexus for Financial Advisers or connected CRM systems.
AI-generated outputs are attributed to their source and adviser actions remain auditable.
FE fundinfo's Financial Adviser Survey 2026 found that 95% of advisers say they use too many software applications, with data reconciliation between systems consuming an average of 192 hours annually.
The app forms part of an expanded investment in Nexus for Financial Advisers, with more than 25 new capabilities planned by the end of 2026.
Autumn developments include AI-generated suitability reporting, automated client vulnerability assessment, expanded back-office integrations, a consolidated client profile, and AI-powered fund research and cashflow modelling.