At NEXT, we focus on more than just the operational side of technology. We broaden our vision to include your business model and the importance of efficiency, integration and your client relationships. Small business owners, like yourself, need to work more efficiently for your clients, and have a desire to maximize your time. It’s all about helping you grow client relationships, conduct research more conveniently and enhance your clients’ understanding of opportunities through superior technological support.

We’re dedicated to providing technology solutions for financial practices that give you exactly what you want and need.

NEXT’s relationship with Albridge Solutions is a prime example of how we strive to provide you with the best tools in the industry. Albridge is the leading provider of enterprise data management (EDM) and web-based portfolio accounting and performance reporting solutions to the financial services industry. Albridge collects transaction and position-level data from settlement and clearing firms, custodians, product companies and proprietary systems then cleanses and normalizes the data to power the web-based Albridge Wealth Reporting.

We offer a wide array of technology solutions that allow you to manage your accounts much faster and easier. Programs such as customer relationship management (CRM) tools providing data on client history, products purchased and profitability, enabling you to spend less time in front of a computer and more time in front of your clients. And, our portfolio management tools help you educate your clients on the effects that market conditions can have on their investments and income, so you can plan accordingly.

To save both time and money, we have invested in document imaging and management that turn all paper received by NEXT into its electronic equivalent. In addition, you benefit from a digital filing cabinet for instant access to document sand a secure web-based interface that lets you retrieve client documents on-demand.

By continually investing in IT, we help you maximize service.

Case in point, our new account aggregation platform. It provides a powerful set of online tools to manage your clients’ financial lives in a safe, secure and authenticated environment. For NEXT, it’s a natural step in enhancing client relationships while providing continuous value-added services they demand.

"A successful representative must think outside the box. NEXT is always looking for new and innovative ways to leverage the power of technology to enhance our business. I cover a broad section of income and net worth clients and I always try to do things that our competition doesn’t do. You must be an entrepreneur and visionary. You have to study and stay current on industry issues. And, endeavor to lead the pack in your town. For all those reasons, I’m eternally grateful for being with NEXT."

Cary Cowan
Saint Augustine, FL