--- title: For the Best Integrated Advisor Desktop, Start with a Wealth Management Specific Product description: Are you providing your advisors with tools built specifically for their needs or are you missing out? image: https://resource.nexj.com/hubfs/For%20the%20Best%20IAD%2c%20Start%20with%20a%20Wealth%20Management%20Specific%20Product%20Blog.png --- [![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.png?width=140&name=nexj-white-blue.png "nexj-white-blue")](https://www.nexj.com) [Back to Corporate Website](https://www.nexj.com/) [TOPIC // Wealth Management](https://resource.nexj.com/blog/tag/wealth-management) # For the Best Integrated Advisor Desktop, Start with a Wealth Management Specific Product - - - **The Best Advisor Experience Starts With a Model** How many business leaders want to talk about technology when all that matters is understanding how it will drive growth, save money, improve operations or address a specific key metric? The answer is likely few to none. And it's a reasonable position to take, after all, why would anyone spend money if they don't believe there is a return on that investment regardless of how innovative the technology? Does understanding the mechanics of how a product works to drive ROI even matter? In most cases, the answer is no. There are times, however, when a technical approach is different enough that not appreciating it might lead to the wrong decision. We have written many blogs recently that address the business benefits of an Integrated Advisor Desktop, from the functional components including a [client dashboard](https://resource.nexj.com/blog/how-a-client-centric-dashboard-helps-financial-advisors-personalize-service), [advisor dashboard](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard), [customer engagement dashboard](https://resource.nexj.com/blog/engage-with-the-right-clients-at-the-right-time-every-time-get-to-know-nexjs-engagement-dashboard) to [application integration](https://resource.nexj.com/blog/integration-is-key-for-advisor-productivity) and [data integration](https://resource.nexj.com/blog/data-integration-deeper-client-understanding-leads-to-better-customer-service). What brings the whole thing together though, the engine that drives the value of the functional areas and even the integration, is the model. From day one NexJ has been focusing on transforming how the financial services industry builds trusted and lasting customer relationships. We took aim specifically at the wealth management, private banking, commercial banking and corporate banking markets and built products specifically oriented to those vertical markets. As a result, unlike vendors that have taken a horizontal approach to their product, our model has been developed to support concepts like households, spheres of influence and coverage teams and, equally importantly, contains the fields that are required to present data from third party systems like portfolio management, financial planning and proposal tools.  The end results is an IAD designed specifically for your firm that helps advisors to better understand their customers, collaborate across departments and ultimately better service the customer.  In essence, the Wealth Management Model collects data from front, middle and back-office systems, organizes it into a client-centric structure and renders it in the IAD through a set of dashboards and analytics.    ![](https://confluence.nexj.com/download/attachments/88685270/image2022-5-4_14-21-0.png?version=1&modificationDate=1651688461073&api=v2) NexJ's Wealth Management Model is designed to meet the needs of wealth management firms.  It already contains many of the fields required to build a complete understanding of the client and household.  Occasionally, firms will have unique data fields.  These are easy to add to the model and will then be accessible to the dashboards, analytics and reporting. In addition, we feed the data from the model into AI systems to further enhance the model with recommended actions, personalized news, and insights into client interests, product opportunities and life events  **Designed for Wealth Management** Not only does the Wealth Management Model make integration with client centric data sources simpler, it also allows for easier integration with existing CRM systems or Onboarding systems. Systems that need data can get it from the Model without worrying about which system it came from and how it was integrated.  As a firm evolves their infrastructure, back-office systems can be replaced but the applications that consume the data won't need to make any changes. Top firms like Wells Fargo Advisors and Credit Suisse have used our IAD and Wealth Management Model to create superior advisor experiences.  In fact, RBC Wealth Management uses their IAD as a recruiting tool for new advisors.  This is no surprise because RBC's own advisors ranked them top for ["Technology tools & advisors desktop" and also the highest Net Promoter Score.](https://resource.nexj.com/blog/nexjs-integrated-advisor-desktop-is-key-to-rbcs-success) **Tags:** [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Artificial Intelligence](https://resource.nexj.com/blog/tag/artificial-intelligence), [IAD](https://resource.nexj.com/blog/tag/iad) Share: - - - PREVIOUS POST [Data Integration: Deeper Client Understanding Leads to Better Customer Service](https://resource.nexj.com/blog/data-integration-deeper-client-understanding-leads-to-better-customer-service) [![](https://cdn2.hubspot.net/hubfs/5152923/Creative_Theme/image/chevron.png)](https://resource.nexj.com/blog) Next Post [By the Numbers: Analytics and Reports Gives an Edge](https://resource.nexj.com/blog/by-the-numbers-analytics-and-reports-gives-an-edge) Content Title Description ### Don't Miss Out Subscribe Today! ### Search Our Blog ### Categories - [Advisors (15)](https://resource.nexj.com/blog/tag/advisors) - [Artificial Intelligence (40)](https://resource.nexj.com/blog/tag/artificial-intelligence) - [Capital Markets (54)](https://resource.nexj.com/blog/tag/capital-markets) - [client engagement (3)](https://resource.nexj.com/blog/tag/client-engagement) - [client lifecycle management (1)](https://resource.nexj.com/blog/tag/client-lifecycle-management) - [client-focused reforms (1)](https://resource.nexj.com/blog/tag/client-focused-reforms) - [clm (1)](https://resource.nexj.com/blog/tag/clm) - [Commercial Banking (62)](https://resource.nexj.com/blog/tag/commercial-banking) - [Company News (3)](https://resource.nexj.com/blog/tag/company-news) - [Corporate Banking (65)](https://resource.nexj.com/blog/tag/corporate-banking) - [CRM (33)](https://resource.nexj.com/blog/tag/crm) - [Financial Services (1)](https://resource.nexj.com/blog/tag/financial-services) - [Gartner (1)](https://resource.nexj.com/blog/tag/gartner) - [IAD (11)](https://resource.nexj.com/blog/tag/iad) - [IBM (2)](https://resource.nexj.com/blog/tag/ibm) - [Increase Customer Loyalty (4)](https://resource.nexj.com/blog/tag/increase-customer-loyalty) - [Insurance (24)](https://resource.nexj.com/blog/tag/insurance) - [integrated advisor desktop (1)](https://resource.nexj.com/blog/tag/integrated-advisor-desktop) - [integration (3)](https://resource.nexj.com/blog/tag/integration) - [Optimize Processes (35)](https://resource.nexj.com/blog/tag/optimize-processes) - [Private Banking (60)](https://resource.nexj.com/blog/tag/private-banking) - [Retain Top Talent (1)](https://resource.nexj.com/blog/tag/retain-top-talent) - [robo-advisors (1)](https://resource.nexj.com/blog/tag/robo-advisors) - [Salesforce (1)](https://resource.nexj.com/blog/tag/salesforce) - [User Adoption (14)](https://resource.nexj.com/blog/tag/user-adoption) - [vertical cloud (2)](https://resource.nexj.com/blog/tag/vertical-cloud) - [Wealth Management (118)](https://resource.nexj.com/blog/tag/wealth-management) See all ### Popular Posts [The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Mar 25, 2022 [How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Jan 27, 2020 [Servicing the Client Across Their Journey](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey) [Adam Edmonds](https://resource.nexj.com/blog/author/adam-edmonds) - Mar 14, 2017 ## Related Posts - - - ## [5 Things Not Working with Today’s Wealth Management CRM](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) There are a lot of customer relationship management (CRM) solutions out there, including many by large and well-known companies, but that doesn’t mean it’s easy to find a solution that works for wealth management firms and the advisors working with them. In our experience, the opposite is true – when we talk with potential clients who are interested in the NexJ Integrated Advisor Desktop (IAD), what we hear is a lot about what doesn’t work for them. [Read Post](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) - - - ## [Wealth Management Priorities Discussed in New York](https://resource.nexj.com/blog/wam22) Having our finger on the pulse of the wealth management industry allows us to develop solutions that address the challenges firms, like yours, face. To that end, hearing from folks at firms like Charles Schwab, Merrill Lynch, Morgan Stanley, BNY Mellon and Raymond James among many others at the Aite Wealth and Asset Management Forum on November 9th provided valuable insights on the current challenges they face. [Read Post](https://resource.nexj.com/blog/wam22) - - - ## [Practical AI for Improved Client Engagement](https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement) The acronym AI needs almost no explanation. Artificial intelligence is becoming increasingly prevalent in our daily activities, and it's safe to say we interact with AI several times a day without knowing it. [Read Post](https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement) Stay Informed ## subscribe **today** ![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16") ![nexj-white](https://resource.nexj.com/hs-fs/hubfs/nexj-white.png?width=90&name=nexj-white.png "nexj-white") NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. ## Industry Solutions - [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/) - [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/) - [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/) - [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/) - [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/) - [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/) ## Our Company - [About Us](https://www.nexj.com/company/about-nexj-systems/) - [Investor Relations](https://www.nexj.com/company/investor-relations/) - [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/) - [Leadership](https://www.nexj.com/company/management-team-board-members/) - [Partners](https://www.nexj.com/company/partner-program/) - [Press Room](https://www.nexj.com/company/press-room/) ## Resource Center - [White Papers](https://www.nexj.com/resources/white-paper/) - [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/) - [Brochures](https://www.nexj.com/resources/brochure/) - [Case Studies](https://www.nexj.com/resources/case-studies/) - [Videos](https://www.nexj.com/resources/video/) - [Webinars](https://www.nexj.com/resources/webinar/) ## Contact us [Info@nexj.com](mailto:Info@nexj.com) NexJ Systems Inc. 10 York Mills Road, Suite 700 Toronto, Ontario M2P 2G4 Canada P: +1 (416) 222-5611 F: +1 (416) 222-8623 - [Facebook](http://www.facebook.com) - [Twitter](http://www.twitter.com) - [Linkedin](http://www.linkedin.com) - [YouTube](https://www.youtube.com/user/nexjsystems/) #### Related CRM Topics for the Finance & Insurance Industry - [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/) - [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/) - [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/) - [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/) - [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/) - [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/) - [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/) - [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/) - [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/) - [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/) Copyright © 2026 NexJ Systems Inc. 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