Allianz × FE fundinfo
Partnership Next Steps

📅 Meeting date: 16 June 2026  |  Dublin, Ireland
Following a productive meeting in Dublin, this document summarises the agreed action items and next steps for deepening the partnership between Allianz and FE fundinfo. Actions are split by owner — FE team responsibilities and those awaiting Allianz input.
Total Actions
10
Agreed next steps
🚀

FE fundinfo Actions

Items owned and driven by the FE team (Connor / David)

# Action
1 Set up trial / demo access to FE Analytics and Cash Calc for Allianz team
2 Send webinar recording and dynamic walkthrough of Command Deck to Allianz
3 Prepare mockups of a Command Deck integration for Allianz (white-label portal / API feed) and provide cost estimates
4 Send email summary of all FE adviser applications, pricing / licensing options, and internal ownership
5 Take ownership of resolving the BIS / Vivian data issue — act as intermediary between Allianz and FE data/institutional team
6 Explore feasibility and cost of embedding Cash Calc-as-a-Service projection tool on the Allianz website (incl. Irish tax modelling)
7 Provide a quotation for building / hosting a fund centre for Allianz on their website
8 Check inducement rules in Ireland regarding providing broker access to Analytics tools sponsored by a product provider
9 Confirm September conference dates and reach out to Allianz once format is decided
10 Introduce Allianz team to Charles (Command Deck integration lead) to discuss API feasibility for policy data feed