Rollout of NexJ software complete

NexJ Systems Inc., a leading provider of enterprise private cloud software, today announced that Investors Group completed its rollout of NexJ Contact for Finance to deliver an Integrated Desktop to its consultants.

The Investor’s Group Integrated Desktop offers consultants a contact-centric hub where they can log and view all client and prospect interactions, and provides a consolidated display of portfolio data, transaction history and more from various systems at the client or household level. The integrated desktop is accessible via Investors Group’s secure private network.

“NexJ Systems believes customer relationship management for the financial services industry must provide financial advisors and their teams access to information about their clients, from sources across the enterprise, in one place, helping them save time and work with clients more effectively,” says William M. Tatham, chief executive officer, NexJ Systems Inc.

“Investors Group shared that vision with us and we are pleased to have had the opportunity to work with them to deliver a solution that met those requirements.”

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The staff of Advisor.ca have been covering news for financial advisors since 1998.