NexJ is a leading provider of cloud-based software, delivering enterprise customer relationship management (CRM) solutions for the financial services, insurance, and healthcare industries. Our next-generation, people-centered software combines industry-specific functionality with information from multiple applications and data stores to provide comprehensive knowledge of the individual.
Our management team’s domain expertise in financial services, insurance, and healthcare is built directly into our next-generation, people-centered solutions. Our industry-specific solutions are built on a model-driven engineering platform that provides the customization, integration, and scalability that is required by large enterprises.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office.
INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, DashBoards and Custom Software solutions as well as Outsourced IT, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the Financial Services...
NexJ Contact for Finance helps advisors save time and make more money. Providing a comprehensive customer view (single view), NexJ's enterprise CRM solution allows agents to attract new clients, drive loyalty and increase share of wallet and assets under management. With unique financial... Read more
Financial Services firms can use NexJ Contact for Finance to seamlessly integrate NexJ’s best-of-breed CRM functionality with existing applications and data to provide their users with an integrated advisor desktop solution.
Industry leading firms use NexJ's integrated advisor desktop... Read more
With NexJ’s Wealth Management CRM solution wealth managers are able to build detailed customer profiles, implement loyalty programs, integrate financial account and portfolio information and automate day-to-day business processes. As a result they can increase customer loyalty, augment share of... Read more