Investor Portal:
Nexus Investor®
Improve your Clients’ Experience Through Superior Reporting, Communication and Collaboration
Nexus Investor® is our award winning investor portal, one of the best available on the market. It provides your clients with a highly sophisticated and feature rich investment portal that delivers state-of-the-art reporting, with a fully integrated view of all their investments.
It is already integrated with Pershing’s custodian capability and back-office services and works seamlessly with our digital professional portal, Nexus Wealth®.
Key Benefits to Your Clients
- Access the portal on the go—it will work on almost any mobile or tablet device; clients just need an internet connection
- Choose how theyclients communicate with you via chat, video, phone or email
- CheckClients are able to check their investments themselves
- ReceiveClients can receive alerts and news about their investments
- View documents online via the integrated document management system
Key Benefits to You
- Adapt to the changing ways your clients want to do business
- Communicate more easily with your clients
- Record all communications (chat, video, phone or email) for MiFID II records
- Screen share with your clients, enabling easy portfolio review and discussion remotely
- Reduce the time spent fielding basic investor requests
- Brand the portal with your own corporate identity, enhancing your professional image