Home

Financial Services

NexJ Contact for Finance

NexJ Portfolio Performance Reporting

NexJ Contact for BlackBerry

NexJ Add-In for Microsoft Office

NexJ Schedule Synchronization for Microsoft Exchange

Integrated Advisor Desktop

Services & Support

Industry Solutions

Customers

Partners

Financial Services News

Briefing & Demonstration Center

Insurance

eHealth

Technology

About NexJ

Contact

News

Friday, April 23, 2010

NexJ Systems Secures $22.5 Million in Private Financing

NexJ Systems Inc., a leading provider of innovative customer-centered enterprise solutions for the finance, insurance, and health care industries, today announced that they have secured $ 22.5 million in private financing through a syndicate of underwriters including GMP Securities L.P., Canaccord Adams Inc, and Wellington West. More

Monday, November 23, 2009

ATB Investor Services Selects NexJ Systems’ CRM Solution for their Financial Advisors

NexJ Systems Inc., a leading provider of innovative, customer-centric enterprise solutions for the financial services and insurance industries, today announced that ATB Investor Services has selected NexJ Contact for Finance as the customer relationship management (CRM) solution for its investment and wealth management business practices. ATB Investor Services is the operating tradename for the investment services subsidiaries of ATB Financial, the largest Alberta-based financial institution with assets of $27.2 billion. More

Monday, October 05, 2009

Wells Fargo Advisors Goes Live for over 20,000 Users with NexJ Systems’ innovative CRM Solution

NexJ Systems Inc., a leading provider of customer-centric enterprise solutions for the financial services and insurance industries, today announced that Wells Fargo Advisors (formerly Wachovia Securities), a non-bank affiliate of Wells Fargo & Company, has gone live with NexJ Contact for Finance, serving over 20,000 users. More

NexJ Portfolio Performance Reporting

NexJ Portfolio Performance Reporting combines client profile information and portfolio performance calculations in customizable reports so advisors can provide a complete picture of portfolio performance over time.

Advisors can use NexJ Portfolio Performance Reporting to:

Generate portfolio reports at the client, portfolio, or household level
Quickly build personalized reports using 16 pre-defined reporting categories
Compare portfolio performance against industry benchmarks or client targets
Calculate GIPS Daily Valuation Performance for all assets, across multiple books of record
Track off-book assets and joint accounts to build a complete picture of a client’s financial progress
Support multilingual & multicurrency reporting for international portfolios
Run reports on a scheduled or ad hoc basis

Learn More: