FE fundinfo Brings Irish Tax Modelling to Nexus Platform

FE fundinfo has expanded its Nexus for Financial Advisers platform to include Irish tax modelling capabilities, giving advisers in the Republic of Ireland access to built-in tax-aware forecasting. The feature is part of the company's efforts to bring the full advice journey into a single AI-powered platform.

The new modeller sits alongside the existing net Cashflow Modeller and allows advisers to build, manage, and import Irish gross forecasts as a distinct forecast type without losing existing client forecasts.

The tool is underpinned by an Irish tax engine that accounts for various taxes, including Income Tax, USC, PRSI, pension contribution relief, and Capital Gains Tax. It also reflects Irish terminology, euro currency, local tax assessment types, tax credits, and pension rules.

Reporting features enable advisers to produce yearly breakdowns, charts, and exported client reports using Irish tax components and calendar-year periods.