Empower yourself with leading tools to help you increase your AUM by 130%2

Sign up and receive 15% off on our CRM for Wealth Management – for a limited time only!

Sign Up for Our Free 90 Day TrialCompanies who are driving their businesses forward with NexJ:
  • Wells Fargo Advisors
  • Royal Bank of Canada
  • Credit Suisse
  • UBS
  • American Family Insurance
  • ANZ
  • Emirates NDB
  • HSBC

How a Wealth Management-Specific CRM can Allow You to Save Time, Optimize Client Value, and Deepen Client Engagement

In today’s highly competitive business landscape, it’s been proven that the best way to equip advisors to achieve success is through a Wealth Management-specific CRM. In fact, the customer feedback we’ve received has reinforced that our industry-specific CRM has produced tangible benefits in performance, primarily:

Advisors have saved 2 hours per week1
Allowing them to
Increase customer face-time by 25%2
Enabling them to
Grow their AUM by up to 130%2

Helping You Meet Your Key Business Objectives: Our CRM for Wealth Management

Built with industry-specific capabilities, our CRM for Wealth Management is not only designed to help you fulfill your day-to-day responsibilities more efficiently, but to help you exceed your targets in the long term, specifically:

Increase Client Loyalty

Visualize households, understand clients through a 3600 profile, and better serve clients though our activity timeline and consolidated feeds

Grow Your Book of Business

Score leads through our client lifecycle management capabilities do you can track migration and determine pipeline value

Manage Contacts

View all key wealth-specific criteria on each contact record, including wealth stage, segment, investor qualification, risk tolerance, and more

Exclusive offer on our CRM for Wealth Management
– for a limited time only!


FREE for the first 3 months!3


15% discount for the first year!


FREE 24/7

Free Setup

Includes user setup & initial data load5

That’s a total savings of more than $100,000!5

Sign Up for Our Free 90 Day Trial


  • 1 Based on a study with a key customer (a leading US-based Wealth Management firm).
  • 2 www.kitces.com, “The Kitces Report, Volume 2.”
  • 3 Free for the first 3 months – value of $45,000
  • 4 15% discount for the next year – value of $27,000
  • 5 Free Setup – value of $36,000