Finance Investment Management & Wealth Technology

nexgile-findataiq-nexus

The Nexgile-FinDataIQ Nexus is a comprehensive digital ecosystem designed to transform how investment data flows between asset managers, wealth managers, and financial advisers. This unified platform serves as the central hub for investment research, financial planning, client onboarding, and regulatory compliance across the investment management industry.

Explore Digital Workers View Capabilities

System Status

Operational

3 Digital Workers

24 AI Agents

17 + Capabilities

AI Powered

Portal ID: nexgile-findataiq-nexus

Platform Overview

Comprehensive enterprise solution

The platform provides access to over 300,000 investment instruments including unit trusts, ETFs, pension funds, and alternative investments. Users can perform sophisticated fund comparisons across multiple dimensions including performance, risk metrics, costs, and ESG scores. The proprietary Crown Fund Ratings and Alpha Manager Ratings help identif... The platform provides access to over 300,000 investment instruments including unit trusts, ETFs, pension funds, and alternative investments. Users can perform sophisticated fund comparisons across multiple dimensions including performance, risk metrics, costs, and ESG scores. The proprietary Crown Fund Ratings and Alpha Manager Ratings help identify top-performing funds and elite investment managers through transparent, quantitative methodologies. Financial advisers can build comprehensive lifetime cashflow models for their clients using both deterministic and stochastic (Monte Carlo) projections. The platform includes over 25 specialized calculators covering retirement planning, mortgage analysis, inheritance tax, pension optimization, and protection needs. Interactive visualizations help clients understand their financial future through clear timeline representations. The client portal streamlines the onboarding process with secure digital fact-find forms, Open Banking integration for automated income and expenditure analysis, psychometric risk profiling questionnaires, and ESG preference assessments. Digital acceptance workflows with e-signatures ensure regulatory compliance while reducing paper-based processes. Asset managers benefit from the 'Collect Once, Distribute Everywhere' methodology, submitting fund data once for automatic transformation into multiple regulatory templates including EMT, EET, EPT, TPT, and DCPT formats. The loopback reconciliation dashboard tracks data distribution across platforms and identifies discrepancies automatically. The white-label fund center builder allows asset managers to create branded fund discovery experiences with customizable themes, navigation, and content. Marketing analytics track document engagement, visitor behavior, and campaign performance. Competitive intelligence features include sector league tables, fund flow analysis, market share tracking, and automated alerts for competitor activities such as fund launches, price changes, manager departures, and rating changes.

Platform Screenshots 4 images

Crown Fund Ratings - Investment research and fund comparison dashboard

Clients management interface - comprehensive view of client portfolios and relationships

Analytics Dashboard - Real-time investment analytics and performance metrics

MPS Directory - Model Portfolio Service listing and comparison interface

AI-Powered Automation

Digital Workers

Autonomous AI systems orchestrating multi-agent workflows

3 Workers

24 Agents

24/7 Uptime

Digital Worker

AI Portfolio Construction Digital Worker

Financial advisers spend hours manually researching thousands of funds, analyzing ESG criteria, validating compliance requirements, and constructing suitable investment portfolios for each client. This manual process is time-intensive, error-prone, and limits adviser capacity to serve clients effectively.

AI Agents

Orchestrator Agent ACTIVE

Market Intelligence Agent ACTIVE

+ 6 more

8 Agents View Details

Digital Worker

Regulatory Data Quality & Template Automation Digital Worker

Asset managers face enormous manual effort validating fund data quality, cross-referencing multiple data sources for discrepancies, detecting anomalies, and generating regulatory templates (EMT, EET, EPT) for distribution to platforms like Morningstar and Bloomberg.

AI Agents

Orchestrator Agent ACTIVE

Data Ingestion Agent (Nexus) ACTIVE

+ 6 more

8 Agents View Details

Digital Worker

AI-Powered Wealth Planning Digital Worker

Financial advisers face complex, time-consuming wealth planning processes spanning client data validation, psychometric risk profiling, market analysis, portfolio optimization, tax strategy, Monte Carlo projections, regulatory compliance, and suitability report generation.

AI Agents

Data Ingestion Agent ACTIVE

Risk Profiling Agent ACTIVE

+ 6 more

8 Agents View Details

Business Overview

Platform at a Glance

Comprehensive overview of capabilities, audience, and value delivered

Enterprise Capabilities

17 core functions

Investment research and analytics across 300,000+ investment instruments

Sophisticated fund comparisons across performance, risk metrics, costs, and ESG scores

Crown Fund Ratings and Alpha Manager Ratings for fund and manager evaluation

Comprehensive lifetime cashflow modeling with deterministic and Monte Carlo projections

25+ specialized calculators for retirement, mortgage, inheritance tax, pension, and protection planning

Interactive financial visualizations with timeline representations

Secure digital fact-find forms for client data collection

Open Banking integration for automated income and expenditure analysis

Psychometric risk profiling questionnaires

ESG preference assessments

Digital acceptance workflows with e-signatures

Fund data submission with automatic regulatory template transformation (EMT, EET, EPT, TPT, DCPT)

Loopback reconciliation dashboard for data distribution tracking

White-label fund center builder with customizable branding

Marketing analytics for document engagement, visitor behavior, and campaign tracking

Competitive intelligence with sector league tables and fund flow analysis

Market share tracking and automated competitor activity alerts

Target Audience

4 stakeholder groups

Financial Advisers seeking comprehensive research tools, cashflow modeling, and compliant client onboarding

Asset Managers requiring efficient data dissemination, competitor intelligence, and fund marketing capabilities

Wealth Managers needing portfolio construction, risk analysis, and client reporting solutions

Institutional Investors demanding sophisticated analytics and ESG integration for responsible investing

Competitive Edge

8 key differentiators

Comprehensive digital ecosystem for investment management

Unified central hub for research, planning, onboarding, and compliance

Access to over 300,000 investment instruments

Proprietary Crown Fund Ratings and Alpha Manager Ratings with transparent, quantitative methodologies

Over 25 specialized financial calculators

'Collect Once, Distribute Everywhere' data methodology

White-label customization capabilities

Integrated competitive intelligence features

Value Proposition

7 key benefits

Eliminates data silos with a single source of truth for investment data

Reduces regulatory compliance workload through automation

Decreases research time with consolidated analytics

Enhances client experience through digital-first advisory processes

Provides independent, trusted fund ratings recognized across the industry

Streamlines onboarding with reduced paper-based processes

Automatically identifies data distribution discrepancies