Wealth Management CRM for Financial Advisors
Improve client engagement, streamline workflows, and grow revenue with NexJ.
Get Answers Faster and Streamline Routine Tasks.
Introducing Nia — Your AI Assistant for Financial Advisors.
Everything you need to succeed in one fully integrated advisor desktop
Client Lifecycle Management
Provide the right service to a client, and their household at all stages from first contact through transfer of wealth.
Proactive engagement
Tailor your value proposition based on client profile to encourage advisors to interact with the right client at the right time.
AI-Assisted Insights
Ask plain-language questions, surface relevant client information, and move through daily workflows more efficiently with AI-assistant Nia, or your firm’s preferred AI solution.
Collaboration
Enable communications and automation across the client team to provide superior client service.
Automated Workflows
Allow advisors to spend less time on the software and more time with clients.
Integrated Desktop
Provide a seamless experience with all critical client information in one place regardless of source system including client profile, household, financial accounts, and activities.
Reporting and Dashboards
Easy to use dashboards and reports that allow advisors to manage their own business without the help of technical resources.
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.
Flexible AI Enablement
NexJ enables AI assistance through the Nia assistant or your firm’s preferred tools, helping advisors access CRM data and workflows efficiency and securely.
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.
The Latest Industry Insights, Blogs and eBooks
Catch up on the latest news, industry trends and insights.
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
