Leaders in Wealth Management Advisor Tools

The World’s Leading Wealth Management Firms Choose NexJ, Making Us the #1 CRM and Integrated Desktop Provider in the Industry

Drive Success through Our Intelligent
Customer Management Solution

Our Intelligent Customer Management solution leverages the power of artificial intelligence, machine learning, and analytics to help you strengthen trusted relationships, grow assets under management, and deliver personalized service.

By providing a truly integrated experience that delivers on the real-time data requirements of each firm, we deliver a superior user experience, drive high user adoption rates and provide a competitive total cost of ownership.

Designed for Wealth Management to
Overcome Key Business Challenges

Our solutions are designed to address your key business challenges and drive your business forward. Through our cutting edge, digital technology, we help attract new customers, reduce churn, modernize the sales and service model and help you meet regulatory requirements.

On top of delivering the superior performance, and usability associated with first generation Cloud Computing, our Integrated Advisor Desktop and CRM for Wealth Management product was built to address the integration challenges, inflating costs, and limited functionality faced by other options currently in market.

The Benefits

Our CRM is designed to address your key business challenges and
drive your business forward.
Drive revenue predictability and optimize processes
Speed up time-to-revenue by streamlining onboarding from data entry to approval
Increase the number of leads and referrals to drive conversion
Increase customer loyalty and grow assets under management
Provide value-added customer interactions and personalized service
Offer the best recommendations via the right channel at the right time
Demonstrate regulatory compliance
Attract and retain
top talent


Powered by artificial intelligence, our products equip advisors to meet their business needs.

Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Customers

Designed to help consolidate all key information across your firm, our Comprehensive Customer View equips your advisors with the most informative, insightful and up-to-date information.

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Leverage Our Robust Householding Functionality to Effectively Manage Complex Relationships

Built to help establish and maintain householding for multiple customers living at the same address, and manage relationships for multiple customers living at different addresses, our CRM for Wealth Management product provides flexible householding functionality to facilitate policy/account aggregation and the modeling of complex relationships. This includes referrals, family relationships, related parties, companies, and ad-hoc relationships such as associations, or professional affiliations.

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Shift Your Focus from Administrative Tasks to Revenue-Generating Activities

Aimed at streamlining the process of customer onboarding due to changing regulatory obligations and heightened customer expectations, our onboarding feature provides advisors the bandwidth to focus on providing customers with personalized service.

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Digital Assistants
Drive efficiency, client loyalty and meet compliance obligations with data-driven prompts

Designed to help advisors better engage with their clients, NexJ Nudge-AI is a suite of digital assistants that leverage Artificial Intelligence, Machine Learning, and Natural Language Processing to make intelligent investment recommendations, suggest next best actions, share relevant information and extract insights from data.

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News and Research Recommendations
Provide Insights to Improve Your Customer’s Buying Journey

Designed to provide advisors with opportunities for interactions to promote retention and advocacy, our News and Research Recommendations product module is a built-in digital engagement service. It pulls relevant digital content from more than 15,000 third party publishers and filters it prior to distribution to ensure it complies with financial services regulations.

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Lead Management
Maximize the Value of Your Leads to Drive Conversion

Built to maximize the leads and referral opportunities you receive, our lead management capability can identify the value of each lead, drive efficiencies in the sales process, and leverage your existing customer base for cross-product referrals.

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Our Technology

Designed to help our capabilities run at full capacity, our key technology components
help drive our CRM forward.

3 Flexible Deployment Options to Cater to Your Needs

We provide you 3 flexible deployment options to accommodate to your firm’s business needs: on-premise, hybrid and private cloud. We will also provide you a secure solution with full ownership of your data. Our point of differentiation is that your data is never co-mingled with that of other customers.

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Drive User Adoption Rates via Our Integration-First Approach

With our focus on integration and the customer experience, our CRM for Wealth Management product addresses the challenges around processing large volumes of data from existing systems by providing advisors a consolidated, easy-to-use interface. This, in turn, drives adoption rates.

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Standardize and Automate Processes through Our Workflows

Our rules-based SmartForms, workflows and activity plans are designed to standardize and automate scheduled and ad hoc tasks. Not only do these reduce risk levels, resulting from human error, it enables advisors to focus on revenue-generating activities.

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Drive Accuracy and Efficiency with Our Rules Engine

Our rules engine, designed to enforce business rules company-wide, can be defined at any layer of the platform. At run-time, events, UI navigation, or business model updates, can set these rules to motion. Rules can be configured for our key capabilities and features, including: alerts & notifications, workflows, coverage, categories & custom fields, NexJ Nudge™️ and data validation.

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Drive Security through Our Industry-Recognized Rules-Based Model

Based on visibility rules, our dynamic, flexible, and centralized security model will allow you to share information without worry. Founded on industry-wide standards, it allows us to directly map to existing security models and leverage existing entitlements models. Security rules are enforced by our main server and are centrally defined in the Business Domain Model. This way, they are applied across the board, regardless of your UI or access method.

Key components of our security model are: integrated user authentication, data visibility, functional entitlements and encryption.

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Run Your Team with Confidence Knowing that You’re Meeting Fiduciary and Regulatory Requirements

Designed to address the constantly-changing regulatory environment, organizations are under increased pressure to comply with fiduciary and regulatory requirements. That’s where our extensive experience working with leading global financial institutions comes in. Not only do we specialize in helping firms meet their regulatory obligations, we integrate with local and regional policies and standards.

On top of that, we provide data virtualization capabilities that you can use to satisfy complex in-country and cross-border data residency requirements across multiple jurisdictions.

We can help you comply with industry and government standards and privacy regulations through key features: data virtualization, security, business rules, Smartforms & workflows, reporting and auditing.

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Get started today and let us help you attain success.

Book a demo today and learn why we are a global leader in the CRM space.

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Have a question? Get in touch with us today.

We will be happy to answer any questions or concerns you may have.

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