How Nexus One Connected Pershing and Salesforce to Give Advisors Real-Time Visibility into Client Assets
As RIAs grow, delivering exceptional client service depends on giving advisors fast, reliable access to the information they need. Automating routine operational tasks allows teams to spend less time gathering data and more time focused on client relationships.
Nexus One partnered with CloudQix to enhance its advisor workflows by connecting custodian transaction data from Pershing directly with Salesforce and introducing automated inflow notifications. Rather than manually checking for new deposits, advisors now receive timely notifications when client funds arrive, giving them immediate visibility within the systems they use every day.
By bringing custodian data and advisor workflows together, Nexus One has streamlined day-to-day operations, reduced manual effort, and created a more connected experience for both advisors and clients.