Profile
Capture a prospect's financial situation.
Proposal
Project portfolio changes and new products to help advisors illustrate their expertise.
Transfers
Model annuities and taxes for a more realistic view of the impact of different decisions.
Comparison
Compelling analytics to summarize or dive deep, as needed.Complex systems, simply converted
Our platform enables advisors to guide clients through impactful financial decisions that have tangible, real-world results.
Assume more risk to reach an attractive principal target to meet their needs.
Advanced configuration capabilities provides the right data to be managed by the right people with the best feature for the task-in-hand.
Model annuities, life insurance, and other financial products and strategies to gain insights and easily incorporate into your plans.
Tell the story the way you want, and the way your prospects and clients need.
Quickly create and adjust the critical components that drive the plan's performance.
Simultaneously compare and tweak preferences in real-time to see which one of the plans perform better (up to 5 at the same time).
Advanced management with SSO integrations, client synchronization, APIs and many other solutions that will add value to any company’s ecosystem.
Capture and share data for a more powerful and interactive experience.
Nexus Walkthrough
Get a deeper understanding of Nexus by watching our walkthrough video and discover the solutions that will optimize your sales cycles.
Need help?
Our help center has all of the content you need to start planning with Nexus.
