A scalable technology and investment infrastructure for a fast-growing aggregator — built to attract advisers, accelerate acquisitions, and deliver consistent client outcomes at scale.
505 Wealth is entering the market at a pivotal time. The aggregator model is one of the fastest-growing areas of UK financial services — but it comes with a unique set of operational, technology, and regulatory challenges that most off-the-shelf solutions aren't built to handle.
Having worked with a number of firms going through exactly this journey, we've identified the challenges you'll face — and built the solutions that address them directly.
These aren't hypothetical. They're the same challenges we've seen every aggregator encounter at your stage. We've built or integrated the right tools to address each one.
FE Analytics is in scope for this proposal. The additional Nexus modules below are available for 505 Wealth to explore — each one addressing a specific challenge above, and all connected within a single platform.
Market-leading fund, MPS & portfolio comparison. ATR questionnaires, pension switching, platform due diligence, and whole-of-market fund research — all in one application. Enterprise pricing gives every employee access.
UK's leading cashflow modelling tool. Net and gross modelling, digital fact-find, client portal, and FCA-compliant suitability evidencing for decumulation clients. Preferred by clients over lengthy IO fact-finds.
Firm-wide MI and acquisition workflow automation. Data migration, asset migration, suitability report generation, and real-time practice intelligence — purpose-built for the aggregator model.
Purpose-built AI agents for regulated advice firms. Meeting Intelligence, Extract AI, and Portfolio Scan automate the admin and back-office overhead that compounds as a firm grows — freeing advisers to focus on client relationships.
A standard range of model portfolio solutions built for aggregators, managed by FE Investments (£3.5bn AUM). At just 6 basis points DFM fee — the lowest in the market — and fully integrated with FE Analytics for research and comparison.
The Nexus platform is in active development. These upcoming enhancements are directly relevant to the challenges 505 Wealth will face as it scales — and are already in build.
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 — reducing admin time across every adviser in the firm. 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.
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 significant adviser proposition enhancement for a growing firm.
Cross-platform suitability reports generated by aggregating data held 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 acquired firm.
Pricing is based on adviser headcount. Every option includes enterprise licensing — meaning unlimited accounts for every paraplanner, administrator, and adviser in the firm, with no per-seat surprises as 505 Wealth grows.
Enterprise pricing — unlimited accounts across the whole firm, cost based on adviser count.
Every Nexus module. Unlimited licences for every application for every employee in the firm.
Not just Analytics — but not everything. A tailored combination built around 505 Wealth's immediate priorities.
All pricing based on 42 advisers. Pricing scales with adviser headcount as 505 Wealth grows.