Features at a glance

  • Manage Client Information
  • Easily Find Critical Information
  • Simple Intuitive Interface
  • Manage Plan Information
  • Track Advisor / Client Relationships
  • Manage Documents and Files
  • Track Distributions
  • Workflow & Project Management
  • Work with Groups of Clients
  • Fully Integrated Report Creator
  • Integrated Billing & Invoicing
  • Accounting Link with QuickBooks
  • Track User Time
  • Report on Client Profitability

bringing it all together

Manage Contact Information, Plan Information, Documents and Files, Workflow, Billing, Client Correspondence all from one set of easy to use interfaces.

Have the information you need right at your fingertips. NexusTPA lets you track your progress for any project or process from start to finish. No more missed deadlines!

Create and manage client correspondence and bulk mailings. Create standardized templates and merge data directly from NexusTPA to your documents. No more misspelled names or addresses. Plus you can eliminate duplicated data entry and free up valuable time.

With a built-in robust report creator and query engine you can access and analyze all your data business data. Create reports that spot bottlenecks in operational processing, show that processing status of any client, identify key advisors and other business sources.

With NexusTPA you will have the tools you need to leverage the data you already have!


Technology spotlight

Cloud Based and Local Versions


NexusTPA is available in both hosted (cloud based) and local SQL versions. Call today to find out which version is right for you.

We also have modules available that support Android and IOS.

Call today for more information: 866-424-3935.