Integrated Advisor Desktop

Most advisors would compare their experience of working with data to the act of juggling. They don’t have access to a consolidated view of their customers, are often saddled with tools and systems that don’t work together, and are compelled to switch between applications while trying to service customers. Providing advisor tools and unified customer information in one place can make all the difference.

Download this brochure to learn how NexJ’s Integrated Advisor Desktop allows advisors to create a single point of truth across company-wide sources and eliminates duplicate data entry while ensuring that context is passed between applications.