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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Transforming wealth and asset management
EY Nexus features a constantly evolving suite of technology components that are quick to build and easy to adapt. These components fit seamlessly into existing systems and channels to address key customer needs. You can also evolve your products and services using the core EY Nexus platform, which is a versatile, cloud-ready framework with ready-to-use building blocks of technology assets that sits within a curated partner ecosystem.
360° view of the customer
Using an interoperability layer, EY Nexus 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.
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 EY Nexus’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. EY Nexus 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 help enables them to provide value-added services to their clients.
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See how EY Nexus for Wealth and Asset Management can power frictionless business for you.