Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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