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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

Our flexible architecture and cohesive API furnish all the essential components needed to create, evaluate, and launch your digital wealth solutions swiftly. We deliver scalability and reliability for businesses of any scale, with connections that unlock fresh distribution opportunities. By minimizing service expenses, managing changes, and reducing maintenance costs, we enable you to allocate more resources towards attracting clients. Additionally, we assist in addressing the changing demands of a diverse client base by facilitating product growth and multi-channel support. Our future plans include introducing a comprehensive array of features alongside ready-made integrations to a marketplace of specialized service providers, empowering wealth managers to accomplish a wider range of tasks within a single platform. This approach not only enhances efficiency but also fosters innovation in wealth management practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ThetaRay

Integrations

ThetaRay

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

EY

Country

United Kingdom

Website

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

Vendor Details

Company Name

WealthOS

Founded

2019

Country

United Kingdom

Website

wealthos.cloud/

Product Features

Product Features

Alternatives

Alternatives