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Professional Portal: Nexus Wealth®

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Take Your Business to the Next Level

Nexus Wealth® is our front-end system for wealth and investment managers that will help you work more efficiently and collaborate with your clients more effectively.

It has two components:

  • A Portfolio Management System (PMS) that will help transform the way you manage your client portfolios
  • An adviser portal with a Client Relationship Management system (CRM), allowing you to spend more time serving clients and less time on administration

The modules of Nexus Wealth work together, but are also available separately.

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PMS: Key Benefits to You
 

  • One of the most advanced portfolio management systems available, the Nexus Wealth PMS makes managing your investors’ portfolios faster, simpler and much more efficient
  • It enables you to drive efficiencies across your firm and focus on your most important priority: helping your clients achieve their financial goals
  • You can choose from a wide range of investment professionals’ metrics for assessing and analysing performance. Based on this analysis, you can create market-leading performance reports that can be easily tailored for your clients
  • The superior functions make it easy for you to meet your regulatory requirements and the embedded portfolio notification system alerts you immediately to any potential compliance breaches
  • The system also identifies key changes which means it is easy to pick up a possible drift from portfolio tolerances, allowing you to manage exceptions seamlessly
  • The mass rebalancing of portfolios feature could save you weeks of administration work, saving staff time and costs
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Adviser Portal with CRM: Key Benefits to You
 

  • The portal is fully integrated with Pershing’s existing systems, making it easier for your IT and operational staff, as they will only have one supplier to manage
  • Automated task capabilities, which are integrated with Microsoft Outlook, to allow you to manage your clients through the whole advice process
  • Straight-through processing means there is no need to re-key information, improving accuracy, efficiency and audit trails
  • The system is web-based with excellent mobile functions, so you can work anywhere, on almost any device
  • Choose how you communicate with clients: online chat, video, secure messaging, etc.
  • All communications with your clients are recordable, helping you to be MIFID II compliant
  • The mapping function allows you to easily see where all your clients are located, to help plan client visits more effectively

Ask how we can help transform your business

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