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Description
EY Nexus for Wealth and Asset Management serves as a transformative platform that enhances innovation, taps into ecosystem value, and facilitates seamless customer experiences. This platform empowers businesses to rapidly explore and implement fresh ideas and services tailored to their customers' evolving demands. With a dynamic array of technology components, EY Nexus is designed for quick deployment and easy customization, allowing for smooth integration with existing systems and channels to effectively meet essential customer requirements. Furthermore, the core EY Nexus framework is cloud-ready and offers a range of pre-built technological assets that can be leveraged within a well-curated partner ecosystem. Financial advisors benefit from a robust dashboard that provides near real-time updates, enabling them to promptly identify when clients are falling short of their investment goals and make necessary portfolio adjustments. This proactive approach not only enhances client satisfaction but also fosters stronger relationships built on timely support and informed decision-making.
Description
Kestrelbox is a specialized wealth management CRM created specifically for financial advisors, integrating various essential functions such as client management focused on households, tracking assets under management, ensuring regulatory compliance, and facilitating automated communications within a single platform aimed at aiding advisors in enhancing and sustaining their client relationships. This innovative solution addresses a critical challenge in the wealth management sector, where financial advisors must effectively manage client households, oversee assets under management, keep compliant records as required by FINRA and SEC, and communicate smoothly with both prospects and clients. In contrast to traditional methods that necessitate the use of multiple disparate tools—like various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox brings all these functionalities together in one cohesive platform, built with a household-centric approach, thereby streamlining operations for financial advisors. By doing so, it not only simplifies their workflow but also enhances their ability to provide exceptional service to their clients, ultimately driving growth in their practices.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
ThetaRay
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$197/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EY
Country
United Kingdom
Website
www.ey.com/en_us/wealth-asset-management/nexus
Vendor Details
Company Name
Kestrelbox
Founded
2026
Country
United States
Website
kestrelbox.com
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management