HowdenFE fundinfo
Nexus proposal · Prepared for Howden Financial Advisory

Positively personal,
powerfully connected.

One connected platform for Howden – live valuations from your providers, joined-up workflow from first lead to signed application, and the advice tools your planners already use, all in one place.

Prepared October 2026 Advisers 80 Contract 1 Nov 2026 – 1 Jul 2028
See your options
Why now

Built around how Howden advises

Howden’s financial planning process – Engage, Analyse, Plan, Review – is built around helping clients answer one question: “Will we be okay?”. Nexus is designed to support every one of those steps, bringing your provider data, planning tools and client journeys into one connected platform, configured for the Irish market.

80
Advisers in scope
4
Steps: Engage, Analyse, Plan, Review
9
Provider integrations planned
1
Connected platform
Where you are today

A strong starting point

Howden already uses CashCalc across 85 licences and FE Analytics on 2. Nexus builds on that foundation – adding a CRM built for Irish advice, live provider data and, with Nexus Pro and Premium, the full toolkit for every member of your team.

What you have with us now

CC
CashCalc – 85 licences
Cash flow modelling and fact find
FE
FE Analytics – 2 licences
Fund research, house-view portfolios, risk profiling and fund data
€7,670a month

Howden at a glance

80
Advisers
85
CashCalc licences
2
FE Analytics licences
0
Connected CRM today
Moving up the stack

Three ways to grow with Nexus

Each tier builds on the one before. All prices are monthly, in euros. Nexus Pro and Nexus Premium cover your whole firm of 80 advisers and include a partnership discount for being among the first firms in Ireland to adopt the full platform.

Unlimited

Enterprise licensing with Nexus Pro and Nexus Premium – every member of your team included. Both packages are priced on the number of advisers in your business, not the number of people using it. Every planner, paraplanner, Client Services and admin colleague can have their own licence at no extra cost, so the whole firm works from one platform.

Foundation

Nexus

Your current position, plus Command Deck for every adviser.

  • CashCalc cash flow & fact find – 85 licences
  • FE Analytics – 2 licences
  • Command Deck CRM & client records – all 80 advisers
  • Live valuations from 9 providers
  • Configurable pipeline & workflow
  • Lead management & segmentation
  • MI dashboards & branded client portal
  • DocuSign & Office 365 integration
€17,503 a month
Today’s €7,670 + €9,833 for Command Deck
Command Deck at €123 per adviser a month – reduced from €167 for taking all 80 advisers
Each additional adviser: €86 CashCalc + €123 Command Deck a month. Extra FE Analytics licences €325 + VAT a month
Connected

Nexus Pro

The full platform for your whole firm, on an enterprise licence.

  • Everything in Nexus
  • Enterprise licence – unlimited users
  • Unlimited FE Analytics, CashCalc & Nexus Notetaker (incl. vulnerability assessment)
  • Wealth Planner – our new ATRQ, launching January 2027
  • Priced on advisers, not users
€23,108
€20,748 a month
€259 per adviser a month
10% partnership discount · save €2,360 a month
BEST VALUE
Complete

Nexus Premium

Adds AI-assisted Suitability Reports – the full advice journey, end to end.

  • Everything in Nexus Pro
  • AI-drafted Statements of Suitability
  • Built on your own templates & house style
  • Pulls fact find, notes, cash flow & recommendations
  • Adviser-editable templates
€29,598
€23,600 a month
€295 per adviser a month
20% partnership discount · save €5,998 a month

Nexus Premium costs €2,852 a month more than Nexus Pro and adds the Suitability Report on top of everything in Pro.

Your pricing at a glance

Monthly prices in euros, compared with what Howden pays today. Nexus Pro and Premium cover all 80 advisers.

OptionStandard priceHowden pricePer adviserChange vs today
Today – 85 CashCalc + 2 FE Analytics–€7,670––
Nexus – today’s licences + Command Deck€17,503€17,503€86 + €123+€9,833
Nexus Pro – 10% discount€23,108€20,748€259+€13,078
Nexus Premium – 20% discount€29,598€23,600€295+€15,930
How it all comes together

One full-stack platform for Howden

Provider data flows in once, lands in Command Deck, and powers every tool, workflow and report your team uses – no re-keying, no portal-hopping. Choose a tier to see what it lights up.

Your providers

Valuation & policy data feeds
AcuvestLive
ConeximLive
AvivaCommitted
ZurichCommitted
Irish LifeCommitted
New IrelandCommitted
Standard LifeCommitted
Royal LondonCommitted
AllianzCommitted
Valuations, policies & transactions

Command Deck · data hub, CRM & pipeline

All tiers · unlimited access
One data lakeAggregates data from every provider and source into a single, complete client record
Pipeline & workflowBespoke journeys with automatic task hand-offs
Leads & segmentationOne lead environment; auto-tiering by asset value
MI dashboardsCase status, days in pipeline, planner activity, AUM
One source of truth, shared both ways

Advice tools

Nexus: current licences · Pro & Premium: unlimited
FE AnalyticsFund research, house-view portfolios, risk profiling and fund data
CashCalcCash flow modelling and fact find
Nexus NotetakerMeeting notes and vulnerability assessment, filed to the client · Pro & Premium
Wealth PlannerOur new ATRQ risk profiler, launching January 2027 · Pro & Premium
Fact find, notes, cash flow & recommendations

Suitability Report

Nexus Premium
AI-drafted Statement of SuitabilityGenerated from the data already in Nexus, in Howden’s own template and voice
Adviser-editable templatesAdvisers can tailor and modify the template to suit each client
Delivered to your clients

Your clients & team

Branded for Howden
Client portalPolicies, valuations and documents across every provider
DocuSign & Office 365Emails from the planner’s own address; e-signing in one place
SharePoint syncSigned documents filed straight to the client record
Pipeline management · A new CRM for Ireland

Your CRM, built with you – for Ireland

Command Deck for Ireland is a new solution, and Howden will help us build it. Rather than bending your processes to fit a generic system, you get a CRM configured around how Howden works and around the Irish market – Irish providers, Irish regulation and the way Irish advice firms run their businesses.

Co-designed with HowdenYour team shapes every journey, stage and hand-off from day one.
Built for the Irish marketIrish life companies, Irish compliance requirements and euro reporting as standard.
Evolves with youAs Howden grows, the CRM is refined alongside you – not on a generic roadmap.

Five journeys to build from

These are the core journeys we’ll configure with your team as the starting point for the build. Select a journey to see each stage.

Shared case view

One status view across the whole team and every provider – no more phone-and-email chasing.

Acquisition-ready

Onboard acquired books with automated tracking of the 60-day opt-out window before first contact.

Lead management

Bulk-import your existing trackers, track status and outcomes, and attribute closed business back to ad spend.

Automatic segmentation

Clients tiered automatically as values change, with the right review journey triggered for each tier.

Productivity MI

Time per task, volume per person and days in pipeline – live, rather than rebuilt weekly.

Hierarchical visibility

Planners see their clients, team leads see their teams, and leadership sees everything across Howden.

Commercial terms · All tiers

Designed to share the risk with you

We know you’re backing a platform that’s still being built for the Irish market. So you don’t pay the new price until it’s working for you, and you’re never charged in advance for growth. There’s no lengthy initial term either – just a 12-month payment term at the new price, so you’re not locked in.

1 Nov 2026
Contract starts

Build, integrations and workflow scoping begin. You keep paying today’s rate.

Jan – Jun 2027
Q1 & Q2 at no extra cost

Roll out to all 80 advisers with no price increase.

1 Jul 2027
New pricing starts

Payments move to your new Nexus, Pro or Premium price.

31 Dec 2027
Adviser true-up

Adviser numbers reconciled once, at year end. Growth during 2027 isn’t charged until then.

1 Jul 2028
End of initial term

After 12 months at the new price. No RPI or indexation before this date.

8 months

At today’s price

Nov 2026 to Jun 2027 billed at your current €7,670 a month.

1× a year

Adviser reconciliation

Acquire and hire freely – new advisers are counted at year end, not as they join.

0%

No RPI until Jul 2028

The only change before then is the year-end adviser true-up.

12 months

No lengthy lock-in

No long initial term – just one 12-month payment term at the new rate (Jul 2027 – Jul 2028), then you’re free to cancel.

PeriodMonthly paymentPayable for period
1 Nov 2026 – 30 Jun 2027 (8 months)€7,670€61,360
1 Jul 2027 – 30 Jun 2028 (12 months)€23,600€283,200
From 1 Jan 2028 – each adviser added during 2027€295 per adviser a month
Money saved by partnering with us early
€95,580

Value gained during your initial free term – six months of the full Nexus Premium solution (January to June 2027) while paying today’s price.

Next steps

Getting started

01

Choose your tier

Confirm Nexus, Nexus Pro or Nexus Premium.

02

Sign terms

We’ll have contracts ready for a 1 November 2026 start.

03

Full access from day one

Every planner, paraplanner and support colleague gets access to FE Analytics, CashCalc and Nexus Notetaker straight away with Pro or Premium. Wealth Planner follows in January, and Premium firms get the Suitability Report when it launches in December.

04

Shape your new CRM

Work with us to steer the build of Command Deck for Ireland – your journeys, lead sources and provider integrations. Likely around three months.

05

Rollout & training

Once your CRM is live, we’ll support rollout and training across your offices and teams.

Questions about this proposal?

David Scholes · FE fundinfo

david.scholes@fefundinfo.com