Is your advice process compliant, scalable and repeatable?
Nexus for Financial Advisers combines powerful tools to streamline your workflow, eliminate repetitive tasks and deliver tailored client solutions. From cash flow forecasting to portfolio rebalancing, Nexus ensures you save time, enhance client value and remain fully compliant.
FEATURES & BENEFITS
Connecting financial advice
Transform your advisory practice with a seamlessly integrated technology ecosystem that bridges the gap between historical analysis and future planning while optimizing regulatory requirements and reporting - delivering a unified, evidence-based approach to financial advice.
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Streamline workflows and reduce inefficiencies
Save time and eliminate repetitive tasks with seamless integration across CRM, cash flow forecasting, and portfolio analysis tools. Automate data transfers, reduce errors, and focus on delivering exceptional advice and client outcomes.
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Elevate client value with engaging and tailored solutions
Use goal-based financial planning tools, risk assessments, and forward-looking growth projections to create personalized, data-driven strategies. Compare old vs. new portfolios side by side and present clear, engaging reports that demonstrate the impact of your advice.
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Ensure compliance and data security
Stay ahead of regulatory requirements with tools that automate processes like risk profiling, portfolio rebalancing, and FCA-compliant reporting. Maintain data integrity and security with a single, accurate flow of information backed by bank-level encryption.
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Foster client trust and build long-term relationships
Deliver a superior client experience with visually engaging tools, digital reports, and secure client portals. Simplify complex financial concepts and empower clients to make confident decisions about their financial future.
PORTFOLIO
How we support you
Client Onboarding and Engagement
Manually onboarding clients is a time-intensive task, which takes up valuable meeting time and is not cost effective.
Transform client engagement with our client portal. It elevates all the pain points of a traditional onboarding and annual review experience for financial advisers, and their clients, by providing a secure digital environment to securely communicate and share information with each other remotely.
By enabling your clients to complete tasks in advance, you'll not only save valuable time, but you'll both be able to focus on what really matters most when you are together.
With our integrations, the client data you collect retains its accuracy and flows straight into our financial planning tools for further analysis, as well as your back-office and the other technology you use, enabling a more productive and efficient process.
- Engage your clients in the advice process
- Transform client communication and service
- Seamless and secure client data management
- Maintain a full audit trail
- Increase efficiency and productivity
Financial Planning
To provide good client outcomes and help clients achieve both their financial and life goals, advisers need to conduct robust financial planning that is not only aligned to their specific objectives, but also takes into consideration their attitude to risk, capacity for loss and future potential scenarios.
With the country's market-leading cashflow modeller, you can create powerful and engaging lifetime cashflow plans which will bring their financial situation to life.
Visually map out your clients' financial plans and help ensure that they have enough money to support their needs and goals.
Present your recommendations simply and visually for clients to easily understand and make informed decisions.
- Focus on goal-based financial planning
- Create powerful lifetime cashflow plans
- Model potential scenarios and stress test plans
- Ensure suitability of your recommendations
- Enhance client understanding
Investment Research
Our fund and investment research software brings together portfolio construction, analysis, risk profiling, due diligence, and ongoing monitoring. It can power your entire investment proposition, whether you invest in individual funds, multi-asset funds or DFMs.
We combine technology, expertise and relationships with over 300+ data partners and institutions to provide you with accurate, golden source fund data, documents and tools to analyse your clients' investments, recommend suitable alternatives and create client-friendly reports that support your recommendations.
Our software seamlessly connects with most back-office systems so you can import client data from source to begin your analysis, as well as from our client portal and cashflow modeller.
- Provide good outcomes for your clients
- Demonstrate the suitability of your recommendations
- Gain a holistic view of your investment proposition
- Win new business
- Improve efficiencies
Managed Portfolios
Our model portfolio service is a full and scalable outsourced investment proposition that has financial advisers at its core. We work hand-in-hand with partner advisers to fully understand your challenges, support your business model and meet your clients’ needs.
Working with us, you can reduce compliance risk and administrative burden with an innovative and robust investment process while benefiting from a market-leading communication package that educates and engages your clients; setting your business apart to help retain existing clients and win new ones.
Our risk-focused portfolios are driven with data insights and are fully integrated with our investment research software, enabling you to undertake detailed analysis and access factsheets and reports at the click of a button.
- Match investments to your clients' unique needs and goals
- Strengthen your investment process
- Provide customer service excellence
- Shape our expertise around your business and requirements
- Spend more time with your clients and growing your business
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