The Future of Advice Technology

One ecosystem.
Every tool an
adviser needs.

Nexus is a fully integrated advice ecosystem — connecting your back office, platform, and every critical discipline your firm depends on. One login. One data layer. Infinite capability.

Explore the Ecosystem View Pricing
0
Adviser firms who use FE adviser solutions
4
Fully integrated solutions in one connected ecosystem
1 cost
Enterprise pricing — unlimited access, no per-head complexity
AI
Orchestration layer automating notes, suitability & compliance
Your FE fundinfo Relationship

Where Fairstone Ireland is today

Fairstone Ireland currently has 14 branches active on the FE fundinfo platform, all on CashCalc for cashflow modelling and financial planning — 114 licences in total.

14
Active Branches
114
Licences
€6,840
Per Month (excl. VAT)
Branch
Licences
Monthly
Fairstone Kilkenny Hub
8
€480
PAX Financial Planning
60
€3,600
PAX FP (Declan Maher Financial Services / Fairstone)
6
€360
PAX FP (Everlake / Fairstone Dun Laoghaire)
6
€360
Fairstone Birr (ERA Financial)
3
€180
PAX FP (Fairstone Drogheda)
1
€60
PAX FP (Fairstone Headford)
4
€240
PAX FP (Fairstone Letterkenny)
6
€360
PAX FP (Fairstone Limerick)
6
€360
PAX FP (Fairstone Malahide Road – BRM)
1
€60
PAX FP (Fairstone Raheny)
2
€120
PAX FP (Fairstone Ratoath)
5
€300
PAX FP (Fairstone Tralee)
4
€240
PAX FP (Gilroy Gannon / Fairstone Sligo)
2
€120
Total
114
€6,840/month
All figures excl. VAT · Current product: CashCalc
Coming This Quarter

CashCalc is getting a major Irish upgrade

We are completing a significant development programme to make CashCalc the most comprehensive Irish tax and financial planning tool available to advisers in the Irish market. Here's what's being added.

🧾
Irish Gross Tax Modeller
Full calculation and recording of Income Tax, USC, PRSI and tax credits — applied accurately to each client's individual circumstances.
🏦
Pension Contributions & Tax Relief
Ability to add pension contributions with the resulting tax relief automatically calculated and applied — illustrating the true net cost to clients.
📈
Full Pension Modelling
Comprehensive ARF modelling with automatic imputed distributions, tax free lump sum calculations and full drawdown projections illustrated across retirement.
💼
Exit Taxes & Deemed Disposal
Exit taxes and deemed disposal rules automatically applied to relevant investment pots — removing manual calculation and ensuring compliance with Irish tax rules.
💰
DIRT & Insurance Bond Levies
Deposit Interest Retention Tax automatically calculated on cash accounts, and the 1% Insurance Bond purchase levy applied to relevant bond pots.
📊
Full Annual Breakdown
Complete illustration of savings, income and all applicable taxes — fully recorded year-by-year so clients can see exactly what they'll have, and what it will cost.
Pricing Update · Ireland-Wide

A revised price to reflect the investment — and three years of stability

It's worth recognising that CashCalc has not had a price increase in over three years. During that time we've continued to invest in the product, support the Irish market, and absorb rising costs — all without passing anything on to our clients. The 2026 update changes that, for two reasons: inflationary pressures that can no longer be deferred, and the substantial development programme we've undertaken to build the most comprehensive Irish tax suite available in any planning tool on the market.

This price increase applies to every CashCalc user across Ireland — it is not specific to Fairstone. In Q4 2026, CashCalc will be priced at €87 per adviser per month (+VAT), up from €60. Every existing Fairstone licence will automatically receive the full Irish tax suite as part of this update at no additional setup cost.

Fairstone — New Monthly Total
€9,918
114 licences × €87 · excl. VAT
Annual
€119,016
* Prices based on a minimum subscription of 114 advisers
The Opportunity

Better value through network bundling

As Fairstone Ireland grows, there's a significant opportunity to consolidate your technology spend and unlock substantially better rates — by combining FE Analytics with CashCalc and other Nexus applications into a single mandated network agreement.

Networks that mandate applications across their adviser base — rather than managing fragmented individual subscriptions — access our most competitive bundle pricing. This means more capability, fewer systems to manage, and a lower cost per adviser as the network grows.

We'd like to explore what a full Nexus bundle arrangement could look like for Fairstone Ireland. The options below outline what's available, what each bundle includes, and the rates available at network scale.

🔗
One mandated agreement
A single network-level contract covering every branch — simpler to manage, easier to onboard new offices, and eligible for our best pricing tiers.
📉
Lower cost per adviser
Bundle pricing consistently delivers a lower per-adviser cost than standalone licences — the larger the network, the better the rate.
⚡
More tools, less complexity
Adding FE Analytics and Nexus Meeting Assistant alongside CashCalc through a bundle means advisers get significantly more capability for a marginal cost increase.
The Problem

The messy tech stack

Most advice firms run on a patchwork of disconnected tools from different vendors. Each one generates data. None of it connects. Advisers spend more time rekeying information than advising clients.

data content data content data content data content data content data content ⚠️ Risk Profiling Application 📈 Cashflow Tool 👥 CRM 🔍 Fund Research 💰 Client Valuations 🌐 Client Portal data content 🎙️ AI Notetaker ⚠ No shared data layer

Seven tools. Seven vendors. Seven sets of client data going nowhere. Nexus replaces all of this with one connected ecosystem.

The Real Cost

What a messy tech stack actually costs your firm

It's not just an IT inconvenience. Disconnected tools create real problems across every part of your business.

📈
Firm Level

Hard to scale

Growth is blocked by tools that don't talk to each other, creating manual bottlenecks at every stage of onboarding and client servicing.

💳
Finance

Multiple invoices & direct debits

Reconciling, adding, and cancelling separate subscriptions across every vendor takes up finance team time every single month — and increases the risk of billing errors.

🎧
Adviser Efficiency

Fragmented support & training

Each vendor's support team knows their own product — but not your wider tech stack. Getting answers means contacting multiple teams, none of whom can see the full picture.

🛡️
Compliance

Inconsistent data & processes

When each tool holds its own version of client data, ensuring consistency across all systems becomes a compliance risk you can't afford to ignore.

⌨️
Admin

Re-keying across every platform

The same client information entered into five different systems. Five opportunities for error. Five reasons advisers spend time on admin instead of advice.

The Ecosystem

Three solutions. One connected platform.

Data flows upward from each specialist application into your centralised client process, then Nexus AI orchestrates it all into unified intelligence. One login to Nexus gives every user access to the complete intelligence fed by each underlying application.

🤖
AI Orchestration Layer
Nexus AI
The intelligence layer that holds the ecosystem together — surfacing data and content from every application and automating the highest-value tasks in the advice process
✓ Meeting Assistant — Live Suitability Reports — Coming Soon Compliance Automation — Coming Soon
Unified Client Intelligence
🎯
At the heart of Nexus

Your Centralised Investment Process & Retirement Process

Every tool configures to your firm's own processes — not the other way around. Your CIP and CRP sit at the centre, ensuring consistency across your entire client bank.

FullyIntegrated
📊 Investment / ATR Data
💰 Cashflow Data
🎛️ Client Valuation Data
📊
Fund & MPS Analysis
FE Analytics
The market leading fund and portfolio research tool — comprehensive performance, risk and charges analysis across 300,000+ funds.
💰
Cash Flow & Retirement Planning
CashCalc
Dynamic lifetime cash flow modelling from accumulation through to decumulation.
🎛️
Business Intelligence
Command Deck
Your firm's mission control — aggregating household data and business intelligence.
The Platform

Explore the Applications

One login to Nexus gives every user access to the complete intelligence fed by each underlying application. Select a tile to find out more.

🧠
AI Orchestration Layer
Nexus
The intelligence layer connecting every application — one secure login, one data layer, complete oversight of your firm's advice process.
Explore →
Underlying Applications
📊
Fund & MPS Analysis
FE Analytics
Market-leading fund and portfolio research — comprehensive performance, risk and charges analysis across 300,000+ funds.
Explore→
💰
Cashflow & Retirement Planning
CashCalc
Dynamic lifetime cashflow modelling from accumulation through to decumulation — the engine behind your retirement planning conversations.
Explore→
🎛️
Business Intelligence
Command Deck
Your firm's mission control — aggregated household data, AUM visibility and business intelligence across your entire client bank.
Explore→
Always Moving Forward

We never stop driving efficiency in advice

Our solutions evolve constantly — shaped by real adviser workflows, compliance demands, and the ambitions of the firms who use them every day.

5,000+
adviser firms using
FE adviser solutions

Unprecedented knowledge. Unmatched footprint.

With over 5,000 adviser firms using our solutions, we have an insight advantage that no competitor can match. Every feature request, every workflow pain point, every compliance challenge — we hear it directly from the market at scale. That knowledge flows straight back into our product roadmap, ensuring Nexus continues to evolve around how advice is genuinely delivered in the UK today.

What's Coming
Q3 2026

Nexus AI — Face-to-Face Meeting Intelligence

Face-to-face meeting enablement, automated email summaries sent directly to clients and paraplanners after every meeting, and a full 360° view of every client with complete meeting histories. For compliance teams, this is transformative: full visibility of every adviser's client interactions, automatically recorded and searchable — making file reviews, audits, and oversight significantly easier to manage at scale.

Face-to-Face MeetingsAutomated Client SummariesClient 360° ViewMeeting History
Q3 2026

Mortgage & Protection Modelling in CashCalc

Model different mortgage and protection policies directly within CashCalc — showing clients the full financial impact of overpayments and the consequences of critical life events not covered by insurance. A meaningful expansion of the cashflow proposition that deepens adviser value conversations.

Mortgage ModellingProtection Gap AnalysisOverpayment ImpactCritical Life Events
H2 2026

Full Suitability Reporting Across Nexus

Cross-platform suitability reports generated by aggregating data from across the entire Nexus ecosystem — cashflow, ATR, analytics, and meeting notes — into a single, compliant document. Dramatically reducing paraplanning time and creating consistency across every adviser in your firm.

Cross-Platform Data AggregationAutomated Report GenerationATR & CashCalc IntegrationParaplanning Efficiency
Fairstone Ireland Proposal

Transparent. Scalable.

Individual solutions for firms building their Nexus stack. Or go all-in with a Nexus bundle — one price, multiple solutions, unlimited access.

📊

FE Analytics

Application
Fund & MPS analysis
€297+VAT/month
per adviser
💰

CashCalc

Application
Cashflow modelling & retirement planning
€87+VAT/month
per adviser
🎙️

Nexus Meeting Assistant

Nexus Module
AI-powered meeting notes, transcription & client summaries
€36+VAT/month
per adviser
🎛️

Command Deck

Application
Business intelligence & household data aggregation
€262+VAT/month
per adviser
NEXUS ESSENTIALS NEXUS CORE NEXUS ENTERPRISE
Bundle — Starter
Nexus Essentials
Fund research and cashflow planning in one connected package — the essential tools for every adviser.
€105+VAT/month
per adviser
📊 FE Analytics 💰 CashCalc
Bundle — Best Value
Nexus Core
Everything your advisers need day-to-day — research, cashflow and AI meeting support in one connected package.
€130+VAT/month
per adviser
📊 FE Analytics 💰 CashCalc 🎙️ Nexus Meeting Assistant
Bundle — Full Stack
Nexus Enterprise
The complete Nexus ecosystem — every application, every capability, full firm-level intelligence with Command Deck included.
€300+VAT/month
per adviser
📊 FE Analytics 💰 CashCalc 🎙️ Nexus Meeting Assistant 🎛️ Command Deck
* All bundle prices based on a minimum subscription of 114 advisers. All prices exclude VAT.

Proposal Prepared for Fairstone Ireland

This proposal was prepared by Conor Slater on 01/07/2026. All prices quoted are exclusive of VAT and are valid for 30 days from the date of this proposal. To accept, discuss or ask any questions, please get in touch directly.

Contact Conor