NexJ Integrated Advisor Desktop logo

NexJ Integrated Advisor Desktop and CRM

NexJ Integrated Advisor Desktop logo
NexJ Integrated Advisor Desktop logo

NexJ Integrated Advisor Desktop and CRM

By NexJ Systems a business unit of N Harris Computer Corporation

Most advisors need to juggle multiple applications to properly service a single customer. Advisor productivity and client experience suffer as individual tasks take longer to perform and mistakes are made. Advisors need a consolidated view of their customers with embedded tools and not just links to other applications. This is where an Integrated Advisor Desktop can make all the difference.

Delivery method

SaaS

  1. Integrated Advisor Desktop & CRM

    NexJ Integrated Advisor Desktop and CRM delivers an integrated experience for Wealth Management firms and Corporate Banks

    Integrated Advisor Desktop

    CRM

    Data Bridge

Integrated Advisor Desktop & CRM

NexJ Integrated Advisor Desktop and CRM delivers an integrated experience for Wealth Management firms and Corporate Banks

Integrated Advisor Desktop

CRM

Data Bridge