Easy-to-use platforms and experienced support analysts
Now more than ever, technology is at the forefront of the financial services industry, and staying ahead of the curve is imperative. Our technology support and infrastructure teams are comprised of experienced professionals who understand the changing technological landscape and can help you maintain efficiency in your practice.
NEXT financial professionals have access to the Unio Advisor Platform, an elevated advisor experience designed to help financial professionals practice in the digital age. Unio allows financial professionals to streamline processes, connect with clients and analyze data better than ever before.
Experienced Technology support at your fingertips
Through NEXT’s intranet site, NEXTRep.com, financial professionals associated with NEXT have access to compliance updates, commission calendars, customer forms and marketing resources. The site also provides technology webinars and information regarding our fee-based platform, NEXT Select. Financial professionals also have the ability to submit service requests for technical support and commission inquiries.
Laser App Electronic Document Library
Make client documentation a breeze and help keep your systems efficient and organized.
- Expedited forms processing time
- Enhanced client document signing experience
- Reduced number of Not in Good Order (“NIGO”) documents
- Capability to sign anywhere, anytime, on any device
- Secure and private
- Legally compliant
