EY Nexus for Wealth and Asset Management

A transformative solution that helps wealth and asset managers use a digitally enabled, scalable platform to design, develop and launch new products at the speed of opportunity.

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✓ Accelerates innovation

Helps push the boundaries of new ideas and services faster to meet customers’ needs.

✓ Easy to adapt

Constantly evolving suite of technology components that fit seamlessly into existing systems to address key customer needs.

✓ Evolves with your needs

A platform to help wealth and asset managers harness data and technology to generate client- centric advice.


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360° view of the customer

Using an interoperability layer, the EY Nexus platform can aggregate siloed data on a single platform. With a 360° view of their clients, wealth managers can embrace inherent complexities, connect the dots, and contextualize advice to provide highly tailored recommendations.

Enhanced trading

With access to a comprehensive dashboard that is updated in near real-time, financial advisors can quickly see when customers are missing their personal investment targets and adjust their portfolios accordingly.

Accelerating transformation and speed

Complex legacy IT infrastructure is costly to maintain and prevents clients from connecting their ecosystem of purchased and built products and platforms. Leveraging the EY Nexus platform’s capabilities for new product development can potentially reduce time to market by 20-40%, significantly increasing the pace of innovation.

Frictionless advisor experience

Advisors can seamlessly perform functions without having to enter data in multiple capability applications. The EY Nexus platform enables bi-directional data flow so that prospect information can update from the CRM into the advisor desktop and financial planning applications.

Unified wealth data model

The platform gives advisors real-time access to holistic data across the various applications they use and helps them provide value-added services to their clients.

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Unlock new capabilities

See how EY Nexus for Wealth and Asset Management can power frictionless business for you.

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