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 fight 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!

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Technology spotlight

NexusTPA Droid APP available Summer 2011

NexusTPA offers a broad range of mobile technologies to enhance your ability to leverage your client data. While we do have hosted options available, our mobile solutions keep that data secure on your network where it belongs. Our server applications or appliances sit on your network giving you thin client, web and mobile phone accessibility.

Our latest addition the the NexusTPA suite - The NexusTA Droid App !
Access client data from your mobile phone.

Access the GPS features of the Android and get turn by turn navigation to your clients' or advisors' office.

Using the voice to text technologies and dictate client notes.

Call today for more information.