Take Your Business to the Next Level
Pershing Nexus Wealth® is our new 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:
- An adviser portal with a Client Relationship Management system (CRM), allowing you to spend more time serving clients and less time on administration
- A Portfolio Management System (PMS) that will help transform the way you manage your client portfolios
The modules of Pershing Nexus Wealth work together, but are also available separately.