Customer Support

CRM Capabilities

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Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Your Clients
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Householding

Effectively Retain Assets During the Transfer of Wealth by Understanding Intergenerational Relationships
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Onboarding

Shift Your Focus from Administrative Tasks to Revenue-Generating Activities
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NexJ Nudge™️

Leverage Our Robust Recommendation Engine to Boost the Performance of Relationship Managers
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News and Research Recommendations

Provide Insights to Improve Your Client’s Buying Journey
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Opportunity Management

Maximize the Value of Your Opportunities to Drive Conversion
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MS Exchange Connector

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Data Bridge

Leverage Our Powerful Data Processing Capabilities to Help Improve Performance and Resiliency
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Stay on top of all things NexJ!

Check out our exciting press releases, blogs, brochures, and news and get updated on NexJ product and
company updates, industry trends and fun facts – all from our in-house experts!
What Successful Wealth Managers Can Do To Stand Apart From The Rest
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Do your advisors love their tools? RBC’s advisors do!
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NexJ Systems Announces Completion of Plan of Arrangement
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NexJ Systems

2 Sheppard Ave E, Suite 2000

North York, ON Canada

M2N 5Y7

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