In July, Celent awarded NexJ the highest Advanced Technology score among all the wealth management CRM platforms they evaluated for their 2021 report. This was not the first time NexJ has been acknowledged for its superior technology – Aite-Novarica Group also recently recognized NexJ as best in class. We are grateful for this acknowledgment, which further explains why leading wealth mangers including UBS, Wells Fargo, and RBC selected NexJ to be the core of their advisor desktop.
Recently, Investment Executive (IE) released their 2020 Brokerage Report Card in which RBC had the highest net promoter score of all the large bank-owned investment firms. IE creates the report card by surveying advisors from each firm. Why did RBC score so well? Because they provide the best tools to help advisors focus on client engagement and deal with rapidly changing regulations. In 2020, RBC scored the highest in the "Technology tools & advisors desktop" category. They also scored highest for support in dealing with changing regulations.