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Ratings and Reviews 0 Ratings
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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.
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