Now more than ever, technology is at the forefront of the financial services industry, and staying ahead of the curve is imperative. Our technology support and infrastructure staffs are comprised of experienced professionals who understand the changing technological landscape and can help you maintain efficiency in your practice.
Through strategic relationships with leading technology vendors, NEXT has secured our Representatives access to integrated platforms, bringing you administrative tools, data aggregation services, customer relationship management resources, trading support, paperless environments and more.
Through an internal portal, advisors can access all Compliance updates, commission statements, customer forms, marketing resources and more to help your business operate smoothly. Our portal also includes a technology support ticketing system that allows for smooth, quick and efficient inquiry management.
NEXT’s approach to social media allows our Representatives access to this powerful business building tool while maintaining regulatory standards. We know that social media can be an important component to your marketing strategy.