AdvisorShelf / CRM / NexJ

CRM

NexJ

Wealth-management CRM putting client data and advisor tools in one integrated desktop.

Made by NexJ Systems Visit NexJ's website

Starting priceNo price found

No price on their site · looked Oct 6

Price on their own siteNo

Firm sizeLarge firm (21+)Solo2-56-2021+

In their words: “Enterprise CRM for Wealth Management and Financial Advisors”

Vendor says · source

Connections listedNone found

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What their website looks like

Screenshot of NexJ's homepage — NexJ's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on NexJ Systems' site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No pricing published; homepage, advisor solution page and platform page checked, there is no /pricing page. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. NexJ isn't on it: it doesn't publish a price.

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

Connection cost: NexJ publishes no pricing for us to read.

No custodian, CRM or planning connection found

We didn't find one on the pages of NexJ Systems' site we read. Ask NexJ Systems how account data gets into it.

Moving to NexJ from another tool

What NexJ Systems' own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the NexJ pages we read

We looked on Oct 8. Before you sign, ask NexJ Systems which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

The Data Bridge tool can extract CRM data as snapshots in delimited or JSON files (enterprise documentation).

Checked on the vendor's site · Oct 6

Source: NexJ Data Bridge documentation (24.09, Enterprise): Using Data Bridge

Fits best if

Our judgement

We haven't assessed fit for NexJ yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare NexJ with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Redtail

From $39/user/mo

Checked on the vendor's site · Oct 6

Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile

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Wealthbox

From $59/user/mo

Checked on the vendor's site · Oct 6

Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile

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Maximizer

From $65/user/mo

Checked on the vendor's site · Oct 6

No custodian connection listed

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Altitude CRM

From $900/user/yr

Checked on the vendor's site · Oct 20

No custodian connection listed

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Corrections

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