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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

EY Nexus for Wealth and Asset Management serves as a transformative platform that enhances innovation, taps into ecosystem value, and facilitates seamless customer experiences. This platform empowers businesses to rapidly explore and implement fresh ideas and services tailored to their customers' evolving demands. With a dynamic array of technology components, EY Nexus is designed for quick deployment and easy customization, allowing for smooth integration with existing systems and channels to effectively meet essential customer requirements. Furthermore, the core EY Nexus framework is cloud-ready and offers a range of pre-built technological assets that can be leveraged within a well-curated partner ecosystem. Financial advisors benefit from a robust dashboard that provides near real-time updates, enabling them to promptly identify when clients are falling short of their investment goals and make necessary portfolio adjustments. This proactive approach not only enhances client satisfaction but also fosters stronger relationships built on timely support and informed decision-making.

Description

Nexus was meticulously crafted to be an affordable solution for home performance contractors. This platform seamlessly integrates project management capabilities with a customer relationship management system. Additionally, Nexus offers the adaptability, security, and scalability necessary for comprehensive program management tailored to large organizations and agencies. Our robust DIY audit, customized for your brand, delivers impactful results that encourage customers to choose your services over those of competitors. Research indicates that when customers receive complimentary services, such as effective outcomes from a free DIY audit, their loyalty to your brand tends to increase. Furthermore, all your online leads are channeled directly into the Nexus CRM and project management system, allowing you to easily access your team's calendar and manage appointment scheduling. This streamlined approach not only enhances efficiency but also fosters stronger relationships with your clientele.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ThetaRay Yes 
TrueDialog No 

Integrations

ThetaRay No 
TrueDialog Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EY

Country

United Kingdom

Website

www.ey.com/en_us/wealth-asset-management/nexus

Vendor Details

Company Name

OptiMiser

Founded

2008

Country

United States

Website

optimiserenergy.com/programs/nexus/

Product Features

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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