See us at:

NIPA Annual
- Las Vegas &

ASPPA Annual - Washington D.C.
Features at a Glance

Manage Contact Information
Easily Find Critical Information
Simple Intuitive Interface
Manage Plan Information
Track Advisor / Client Relationships
Manage Documents and Files
Track Distributions
User Definable Tags
Chronological Note Keeping
Simple Project Management
Track Workflow
Instantly Email Contacts
Pre-Built & User Defined Reports
Instantly Print Client Address Labels
Built-In Client Billing
Accounting Link with QuickBooks
What is NexusTPA?

Definition of Nexus:
1. A connected series or group.
2. The core or center

Definition of NexusTPA:
A Client Management System designed specifically for Third Party Pension Administrators.

A client management solution that gives your business real-time access to important information and visibility into operations and trends.



Manage Workflow.
Have the information you need right at your finger tips. Track your progress from start to finish. No more missed deadlines!

Manage Billing.
Create and manage billings, then automatically transfer the data directly into QuickBooks.

Manage Communications.
Create standardized letter templates that merge data directly from NexusTPA. Eliminate duplicate data entry, increase productivity and eliminate errors.

Flexible and Scalable

NexusTPA gives you options for data storage.

Pick the database platform that fits your business. From small Single User to Corporate Data Warehouse.

  • Microsoft Access
  • Microsoft SQL Server
  • MySQL
  • and more...
Testimonials

"NexusTPA has allowed me to actually use the information that we store."



"With NexusTPA I can instantly get up to speed with a client. The notes and project tracking has been a life saver."
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