FE fundinfo adds Irish tax modelling to Nexus adviser platform

FE fundinfo has launched an Irish Gross Cashflow modeller within its Nexus for Financial Advisers platform, bringing built-in, tax-aware cashflow planning to advisers operating in the Republic of Ireland. The tool is the latest in a tranche of more than 25 new capabilities the London-based financial data company has committed to delivering to Nexus by the end of 2026.

The modeller sits alongside the platform's existing net cashflow tool and applies Ireland's full tax stack automatically, covering income tax, the Universal Social Charge (USC), PRSI, pension contribution relief, ARF and Vested PRSA drawdown, Capital Gains Tax, Exit Tax and Deemed Disposals, Deposit Interest Retention Tax (DIRT) and the Insurance Bond levy. Advisers can import existing client assets and pension data from elsewhere in the Nexus ecosystem, avoiding re-keying, and generate client-ready reports presented in Irish terminology and euro currency.

The problem it solves

Irish financial advisers have historically had to stitch together cashflow forecasts manually, relying on spreadsheets or referring tax questions to specialists outside their workflow. Ireland's tax code carries several features that generic UK-centric planning tools handle poorly or not at all: the USC and PRSI stack sits alongside income tax in ways that do not map neatly to UK National Insurance, and the Exit Tax and Deemed Disposal rules on investment funds impose tax events that have no direct UK equivalent. Purpose-built Irish tax engines in the advice software market have been scarce, making the gap commercially meaningful.

Ishaan Sethi, Head of UK Wealth Products at FE fundinfo, said: "Advisers in Ireland have distinct tax and planning requirements, and Irish Gross Cashflow brings those requirements directly into Nexus, giving them accurate, tax-aware forecasts within the same connected workflow, without switching tools or re-keying data."

FE fundinfo said Nexus Assistant, an AI-powered meeting preparation and capture tool, is already live for more than 1,000 advisers. AI-generated suitability reporting and practice management integration are scheduled for later in 2026, with the Irish gross cashflow functionality to feed into whole-of-market cashflow modelling planned for delivery this autumn.

Market context

The financial adviser technology market in the UK and Ireland is crowded at the cashflow modelling layer, with established tools such as Voyant, Truth, Prestwood and CashCalc competing for share alongside the planning modules embedded in larger platforms. FE fundinfo itself owns CashCalc, and the Irish modeller appears to draw on that heritage while integrating it more tightly into the Nexus workflow. The competitive question for buyers is whether a connected, single-platform approach justifies switching costs from standalone cashflow tools that advisers have already configured to their practice workflows.

Ireland's financial advice sector is also navigating its own regulatory evolution. The Central Bank of Ireland's Consumer Protection Code review is pushing firms toward more structured suitability documentation, which raises demand for tools that produce auditable, client-ready output rather than informal spreadsheet models. A tax-aware cashflow modeller that generates compliant reports could carry compliance value beyond simple workflow efficiency.

FE fundinfo's Nexus platform strategy positions the company against both pure-play advice-tech vendors and the planning modules offered by larger wrap and platform providers. The pace of capability additions, with more than 25 features committed for the current year, suggests the company is attempting to close a perceived feature gap rather than iterate incrementally. Whether that cadence can be sustained without compromising reliability will be a key test for Irish and UK adviser firms evaluating the platform.