CRM and More for Financial Advisors+

Fully integrated advisor experience

Industry Leading Pension Solutions

Trusted by:

Trusted by Over 20,000 Advisors Like You

24%

Increase in Customer Interaction

2 Hours

Saved by advisors per week

$3T+

Managed Assets

#1

Ranking for CRM Functionality and Technology by Aite

Everything you need to succeed in one fully integrated advisor desktop

Client Lifecycle Management
Proactive engagement
Collaboration
Automated workflows
Integrated Desktop
Reporting and Dashboards

Why NexJ?

Drive Revenue, Improve Efficiency and Boost Customer Success

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Designed for Wealth Management

NexJ employees are experts in wealth management and have built a product designed for advisors. With NexJ, there is no need to change your business processes to meet the limitations of horizontal CRM.

Everything an Advisor needs in a single desktop

NexJ allows advisors to focus on clients rather than continuously switching applications by combining customer information and best of breed advisor tools into a single desktop.

Marquee customers across Enterprise Firms, Broker Dealers, and Independent Advisors

NexJ embeds the best practices of firms large and small and makes them available to all.

Stay on top of all things NexJ!

Check out our exciting brochures, and news and get updated on NexJ product and company updates, industry trends and fun facts – all from our in-house experts!

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