The Integrated Advisor Desktop: Optimizing the Advisor Experience

Our IAD supports the management of customer relationships, which is why we are often lumped in with other CRM companies. But our true value is that we tailor our integrated solutions to the needs of each firm and understand the central purpose an IAD solution must support, a superior advisor experience.

In this eBook, we will dig into the needs of advisors and how NexJ’s IAD is designed to make advisors more efficient and successful, which in turn is the foundation of a firm’s success. We will then dig into the structure and use of NexJ’s IAD, with a closer look at each of the different dashboards that comprise our full IAD solution.

Finally, we will look at some of NexJ’s successes in deploying and supporting IADs for top financial services firms.