--- title: "The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard" description: The Advisor Dashboard within NexJ’s Integrated Advisor Desktop solution empowers wealth managers to transition from being account centric to customer centric. Our wealth management-specific application delivers robust, out-of-the-box functionality that can be immediately applied, allowing advisors to be more productive and engage with their clients in a highly personalized way. image: https://resource.nexj.com/hubfs/IADDashboardBlog.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 // IAD](https://resource.nexj.com/blog/tag/iad) # The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard - - - Financial advisors are inundated with data. It can be frustrating and time consuming to say the least. Worse, having to navigate so many streams of information leaves precious little time for actual client engagement. Thankfully, there is an integrated, intuitive solution that harnesses all of the data points and next best actions an advisor needs and presents it all in one seamless dashboard. The Advisor Dashboard within NexJ’s Integrated Advisor Desktop solution empowers wealth managers to transition from being account centric to customer centric. Our wealth management-specific application delivers robust, out-of-the-box functionality that can be immediately applied, allowing advisors to be more productive and engage with their clients in a highly personalized way. ## **“Six Benefits of NexJ’s Integrated Advisor Desktop”** **![Six Benefits IAD](https://resource.nexj.com/hs-fs/hubfs/Six%20Benefits%20IAD.png?width=618&name=Six%20Benefits%20IAD.png)** The NexJ Integrated Advisor Desktop was designed and built on the principle that bringing together data from a diverse range of applications drives efficiency and improves client satisfaction. In fact, our clients have successfully used the NexJ platform to integrate an average of 13 systems to deliver seamless solutions that enable a better user experience. As a responsive application, advisors enjoy the same experience, whether they are on a desktop, tablet or cellphone. In short, NexJ’s Integrated Advisor Desktop centralizes all the critical systems that advisors use every day in a seamless, consistent experience, enabled with single sign-on. Let’s look more specifically at the Advisor Dashboard within NexJ’s Integrated Advisor Desktop: The Advisor Dashboard is the first screen an advisor sees when logging on to start the day. The dashboard displays information across the advisor’s book of business from all integrated systems, including portfolio management, financial planning and book of record. The advisor sees the following capabilities all in one view: - Notifications from all integrated systems, whether it relates to a 3-year KYC update or a maturing security or any other desired notification. - The main KPIs that are important to an advisor’s business, such as top accounts, top holdings or recent transactions. - Flexible, real-time analytics and reporting to present user reports and dashboards that can be shown on their homepage. - Commonly executed actions the advisor takes can be launched from the dashboard, such as adding recurring events. - Links to launch applications or access data that is not embedded within the dashboard. - A global search function to search across the book of business for clients, accounts, holdings in specific securities, and more. - Integration with Microsoft Exchange to capture email communications and automatically synchronize schedules. ![IAD Advisor Dashboard Blog Preview](https://resource.nexj.com/hs-fs/hubfs/IAD%20Advisor%20Dashboard%20Blog%20Preview.png?width=1907&name=IAD%20Advisor%20Dashboard%20Blog%20Preview.png)   As you can see, NexJ’s Integrated Advisor Desktop is a comprehensive solution that enables our clients to retain advisors, grow assets under management, and improve both the advisor and client experience. **[Book a no-obligation meeting to further explore the Advisor Dashboard within NexJ’s Integrated Advisor Desktop.](https://www.nexj.ai/?utm_source=website&utm_medium=bluBanner&utm_campaign=nudge_ai_suite&__hstc=158334885.42eab918497aa44853e09ca8a5d70e0d.1634316920133.1647024955175.1647959052081.29&__hssc=158334885.1.1647959052081&__hsfp=394101196)**   **Tags:** [IAD](https://resource.nexj.com/blog/tag/iad) Share: - - - PREVIOUS POST [How AI Improves the Client/Advisors Relationship](https://resource.nexj.com/blog/how-ai-improves-the-client/advisors-relationship) [![](https://cdn2.hubspot.net/hubfs/5152923/Creative_Theme/image/chevron.png)](https://resource.nexj.com/blog) Next Post [An Out-Of-Date CRM Is Hurting Your Firm in More Ways Than You Can Imagine](https://resource.nexj.com/blog/an-out-of-date-crm-is-hurting-your-firm-in-more-ways-than-you-can-imagine) Content Title Description ### Don't Miss Out Subscribe Today! 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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 - - - ## [Five Ways to Boost Your Advisor Productivity](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Until advisors can clone themselves, the only path to growth for them – and the firms for which they work – is to get more done in the same amount of time. Technology is part of the answer, but how that technology is applied is even more important. [Read Post](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) - - - ## [How Can Your Advisors Gain 2 More Hours per Week?](https://resource.nexj.com/blog/how-can-your-advisors-gain-2-more-hours-per-week) Improving advisor productivity is always top of mind in the wealth management industry. It’s a logical focus for wealth management firms looking to attract and retain top talent and increase assets under management. Advisors that have more time to work on growing their book of business, are more likely to be satisfied and they’re bound to be more profitable. According to [BCG](https://www.bcg.com/en-ca/outperform-beat-the-average-key-levers-for-top-performers-in-wealth-management), “The costs that affluent-focused players incur in producing business are far too high, and they could become even more profitable if they were to increase efficiency.” They go on to state that top performers need 5 fewer assistants than average performers showing the link between efficiency and assets under management. [Read Post](https://resource.nexj.com/blog/how-can-your-advisors-gain-2-more-hours-per-week) - - - ## [Efficient Management of the Financial Customer Lifecycle](https://resource.nexj.com/blog/efficient-management-of-the-financial-customer-lifecycle) The life of a financial advisor is a constant juggling act – and one where the balls in the air aren’t all of the same size, shape and weight. To be successful, an advisor needs to keep track of prospects, make new clients feel welcome and reassured, help existing clients navigate legal and regulatory hurdles, and help clients who are moving on to a new phase in life enjoy a seamless transition. [Read Post](https://resource.nexj.com/blog/efficient-management-of-the-financial-customer-lifecycle) 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. All Rights Reserved. ![](https://ws.zoominfo.com/pixel/JhhNmN2VoGY4qqP29rjm) ![](https://dc.ads.linkedin.com/collect/?pid=205626&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "NexJ Systems Inc.", "url" : "https://resource.nexj.com/blog/author/superadminsystems9" }, "dateModified" : "2022-03-25T13:29:07.988Z", "datePublished" : "2022-03-25T13:29:07.000Z", "headline" : "The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard", "image" : [ "https://resource.nexj.com/hubfs/IADDashboardBlog.png" ], "mainEntityOfPage" : { "@id" : "https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://resource.nexj.com/hubfs/nexj.png" }, "name" : "NexJ Systems Inc." } } ```