Paratus Wealth Partners With FE fundinfo to Enhance Client Onboarding and Cashflow Planning

Paratus Wealth Announces Strategic Partnership With FE fundinfo

Paratus Wealth is pleased to announce a new strategic partnership with FE fundinfo, bringing market-leading client onboarding and cashflow forecasting technology into our advisory workflows through the integration of FE CashCalc.

This partnership supports our commitment to delivering a modern, secure, and highly efficient planning experience for our growing international client base.

What this partnership means for clients

By integrating FE CashCalc into our process, Paratus Wealth will be able to:

• Streamline client onboarding and cashflow planning in one connected journey

• Enable clients to complete paperwork remotely at a time that suits them

• Improve accuracy and efficiency through a structured digital workflow

• Support strong data protection through an AES-256 encrypted, bank-level secure client portal
  

The result is a smoother client experience with clearer, faster progression from onboarding through to planning and ongoing review.

Comments from Paratus Wealth

A spokesperson for Paratus Wealth commented:

“Partnering with FE fundinfo allows us to bring truly best-in-class technology into our advice process. FE CashCalc’s onboarding tools and client portal transform the way clients interact with us, combining security, efficiency, and clarity in a way that aligns perfectly with our mission to deliver high quality, internationally focused financial planning.”

Comments from FE fundinfo

A spokesperson for FE fundinfo added:

“FE CashCalc has proved exceptionally popular with UK advisers, with thousands relying on it to power secure and efficient client onboarding and ongoing communication. Seeing Paratus Wealth bring these high standards into the international advice market is an exciting development, particularly for existing and future clients who will benefit from an enhanced planning experience in the years ahead.”

About FE fundinfo

FE fundinfo is a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific through its integrated Nexus platform. With 30+ years of expertise, Nexus helps turn fragmented data into a strategic asset that improves efficiency, supports risk management, and enables smarter, data-driven decisions.

About Paratus Wealth

Paratus Wealth is an international financial planning firm specialising in wealth management, cross-border advice, and long-term strategic financial planning for globally mobile professionals, families, and business owners.

Founded on the principles of transparency, personal service, and technical excellence, Paratus Wealth combines international advisory expertise with cutting-edge technology to deliver tailored financial solutions across jurisdictions.

With clients located around the world, Paratus Wealth is committed to raising the standard of international financial advice by pairing robust financial planning with a modern, secure, and highly engaging client experience.

Experience the secure client portal

Your information deserves serious protection (and yes, we take that personally). Our FE CashCalc-powered portal uses AES-256 encryption, giving clients a bank-level secure space to complete onboarding, share documents, and progress through planning with clarity and confidence.

What you can do in the portal:

1. Complete onboarding remotely, at a time that suits you

2. Upload and exchange documents securely

3. Keep everything organised in one place, from start to review

4. Move through your planning journey with fewer back-and-forth emails

Ready to get started?

Become a client: https://lnkd.in/gd9hgMzQ