Meeting Next Steps Manager

Sign in with your FE fundinfo credentials

Email address

PIN

My Projects

Create and manage your client project pages

Filter by owner:

Create New Project

This will generate a unique shareable project URL for your client.

Client name *

Salesforce CRM opportunity link (optional)

Meeting date (optional)

Meeting location (optional)

Action Items

Select a Fathom meeting

My Settings

Manage your personal integrations for Nexus.

🎙️ Fathom Meeting Notes

Connect your Fathom account to import meetings and action items directly when creating a project. Your API key is stored securely and only accessible to you.

No key saved

Get your key from fathom.video → User Settings → API Access

Manage Team

Add or remove FE fundinfo colleagues who can use Nexus.

⚠️

Delete this project?