TNET FrontOfficeHWA International
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Related Products
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About
To get relationship data, other tools either require full data entry or require data stewardship, this leads to gaps or incomplete data. Other tools require you to buy multiple systems and then expensive services to connect them. Nexl combines all the tools you need to collaborate, into one. In modern work you need to collaborate, otherwise you get siloes and misaligned teams. Collaboration is at the heart of everything we do. Your relationship data problems are solved. Nexl automatically captures all your firm’s contacts and relationship insights for you. Our data enrichment add a layer of information you never had access to before. Segment your contacts by industry, job titles, locations, and even by who within the firm knows them.
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About
Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Law firms interested in a platform that helps with email marketing and client development
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Audience
Trust professionals looking for an innovative CRM, workflow and compliance software
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationNexl
Founded: 2018
Australia
nexl.cloud/
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Company InformationHWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice
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Categories |
Categories |
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Integrations
ClickUp
Cvent Event Management
Domo
Eventbrite
Eventogy
Google Calendar
Google Forms
HubSpot CRM
HubSpot Customer Platform
Java
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Integrations
ClickUp
Cvent Event Management
Domo
Eventbrite
Eventogy
Google Calendar
Google Forms
HubSpot CRM
HubSpot Customer Platform
Java
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