Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Upper Hand Reviews & Ratings
    306 Ratings
    Company Website
  • Motivosity Reviews & Ratings
    4,369 Ratings
    Company Website
  • WERX Reviews & Ratings
    34 Ratings
    Company Website
  • Project Insight Reviews & Ratings
    101 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,105 Ratings
    Company Website
  • Zoho Projects Reviews & Ratings
    1,820 Ratings
    Company Website
  • Planview ProjectAdvantage Reviews & Ratings
    121 Ratings
    Company Website
  • Planview AdaptiveWork Reviews & Ratings
    706 Ratings
    Company Website
  • TimeControl Reviews & Ratings
    1 Rating
    Company Website
  • Synerion Reviews & Ratings
    98 Ratings
    Company Website

What is Nexus?

Nexus has been carefully designed to serve as an economical option for contractors focused on home performance. This innovative platform effortlessly combines project management features with a customer relationship management system. Moreover, Nexus provides the flexibility, security, and scalability essential for effective program management aimed at large organizations and governmental agencies. Our powerful DIY audit, tailored specifically for your brand, results in meaningful outcomes that motivate customers to prefer your services over those of your rivals. Studies show that when clients are offered free services, like a successful DIY audit, their allegiance to your brand is likely to grow. In addition, all online inquiries are seamlessly directed into the Nexus CRM and project management system, enabling straightforward access to your team’s schedule and facilitating appointment management. This efficient methodology not only boosts productivity but also cultivates deeper connections with your customers, ultimately contributing to long-term business success. By leveraging these features, contractors can enhance their overall service offerings and stay competitive in the market.

What is EY Nexus for Wealth and Asset Management?

EY Nexus for Wealth and Asset Management functions as an innovative platform that boosts creativity, leverages ecosystem advantages, and ensures smooth customer interactions. It enables organizations to swiftly develop and roll out new ideas and services that cater to the changing needs of their clients. Featuring a versatile selection of technology tools, EY Nexus is tailored for rapid implementation and straightforward customization, ensuring seamless integration with current systems and channels to effectively address key customer needs. Additionally, the fundamental EY Nexus architecture is optimized for the cloud and includes a variety of pre-existing technological resources that can be utilized within a thoughtfully selected partner network. Financial advisors gain access to a comprehensive dashboard that delivers near real-time insights, allowing them to quickly recognize when clients may be missing their investment targets and to adjust portfolios accordingly. This proactive strategy not only improves client satisfaction but also strengthens relationships through timely assistance and informed choices. As a result, businesses can position themselves competitively in a constantly evolving market landscape, further enhancing their service offerings.

Media

Media

Integrations Supported

ThetaRay
TrueDialog

Integrations Supported

ThetaRay
TrueDialog

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OptiMiser

Date Founded

2008

Company Location

United States

Company Website

optimiserenergy.com/programs/nexus/

Company Facts

Organization Name

EY

Company Location

United Kingdom

Company Website

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

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Popular Alternatives

NilNexus Reviews & Ratings

NilNexus

Hyland

Popular Alternatives

Romax Nexus Reviews & Ratings

Romax Nexus

Romax Technology
Nexus DR Reviews & Ratings

Nexus DR

Varex Imaging
Nexus Reviews & Ratings

Nexus

Reka