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Nexell Accelerator (Nexellerator) Solutions, are a series of tools and solutions designed for the FinTECH and Financial Services industries, and are built on the salesforce.com platform.


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With over 15 years of experience in the field of relationship management, together with a wealth of accumulated knowledge and experience in the Financial Services industry, Nexell has developed a series of "Accelerator" packages which give clients a kick-start to their projects.


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Be it applications for Private Banking, Wealth, Fund or Asset Managers, Private Equity or Family Offices, all applications are base on the leading salesforce.com cloud platform. All packages have been developed by Nexell in Switzerland, for the Swiss Financial Services Industry, based on our extensive experiences gained over the years. They have been peer-reviewed by Swiss industry leaders & experts, supported by the Zurich based F10 FinTECH Incubator.

All packages bear the "swiss made software" quality label.

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The packages are fully secured with salesforce.com's platform, encryption features, as well as local Data Residency Options (DRO), and are fully prepared for local and European, GDPR and Swiss data privacy regulations.

See below for available modules and functions.

Availability and Pricing:
The Nexellerator packages are designed for and using salesforce.com's latest Lightning UI technologies. They are available exclusively from Nexell and are provided in an "unmanaged" (unlocked) form, with full access to source code to allow detailed, customer specific customizations, without the need for "one of" work-arounds.

They are provided to our clients for a low cost, one time fee, without any recurring monthly, yearly license or maintenance fees.

The Nexellerator advantage:
  • Built in Switzerland for the Swiss Financial Services Industries
  • Features & functions for FinTECH & Financial Services businesses including compliance, onboarding, KYC and much more.
  • Peer-reviewed by Swiss industry experts
  • Built on top of the world's leading CRM & Cloud plaform, salesforce.com
  • All modules & functions are available individually or as a package
  • Provided as a License free, unlocked package, allowing for full customization and source access
  • Fully secured, encrypted, with local data storage options
  • Ready for GDPR and local data privacy laws
Contact us for a discussion and a demo. 

Nexellerator for Private Banking


As a Private Bank, providing banking, investment and other financial services for HNWIs (High Net Worth Individuals), it is critical that all aspects of your personalized relationships are properly managed, up to date and accessible at any time and at a moments notice.

Nexellerator, provides the necessary features and functions for the management of individual, family and corporate wealth, in a compliant and transparent way.


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As your services are structured and tailored to each individual client and their specific needs, and may vary from wealth management, tax advisory and even concierge services, you need a system that is flexible, adaptable and as unique as your services are.

Managing the assets and wealth of your clients, as well as their financial portfolios, taxes, investments, taxes, inheritance, together with full information on beneficiaries and insurance contracts, all in a central, logically structured system, provides for a modern platform for personalized services expected today.

As your business is unique, global as well as local, all Nexellerator modules can be custom combined to specifically suit your unique needs.

Nexellerator for Fund Managers


As a Fund Manager, implementing your funds investment strategy and managing your client's portfolio and trading activities, it is essential to have a clear and up to date view on the daily business and ensuring the client's interests are protected.


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Nexellerator provides the needed tools to track your Funds, Fund Classes, Fund Families as well as Fund History, NAV etc.

In addition, maintaining and monitoring the client's investment positions and history are all centralized in the CRM system, with full audit and due diligence capabilities.

As your business is unique, global as well as local, all Nexellerator modules can be custom combined to specifically suit your unique needs.

Nexellerator for Asset Management


Managing, monitoring and maintaining your client's assets, be they financial, infrastructure, intellectual or enterprise, requires the best tools to ensure that all information is available to you when you need them.

Ensuring the assets are being consistently developed, operated, maintained, upgraded, and fnally disposed of in a proper way, implies having a continuously up to date picture of the asset, its value and its history.

Nexellerator solutions allow Asset Managers to document and track their customer's assets, their history, purchased value, present value, their sale etc, in a consistent, standardized and transparent manner.


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The tracking of various asset types, for Individuals, Household or Corporations, including physical (real estate, vehicles etc), financial investments, cash, jewellery, metals and minerals, as well as alternative assets, are summarized per client portfolio.

Together with their financial accounts, credit cards, bank accounts, insurance policies etc, as well as authorized signatory and beneficiaries, Nexellerator provides a "single source of truth" for the management of your client's assets.

As your business is unique, global as well as local, all Nexellerator modules can be custom combined to specifically suit your unique needs.

Nexellerator for Family Offices

 
Family Offices, managing single or multi-family wealth, often over multiple generations, deal with a full range of often unique services to be provided, and ultimately managed.

From individual wealth to the management of the household, foundations, philanthropic causes, through to the whole palette of financial services, the task is complex and needs a centralized visibility of all relevant information, at any given point in time.

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The tracking of individul and family or household investments, wealth, assets, as well as contracts, signatories, life events, beneficiaries and much more, is provided with the Nexellerator package for a managed view and full transparency of the present state of affairs, as well as their history.

As Family Offices often have unique services, custom designed to their clientelle, Nexellerator modules can be custom combined to specifically suit your unique needs.

Nexellerator FX Manager

The Foreign Exchange (FX) accelerator component is fully integrated with salesforce.com's multi-currency management tools, with a realtime connection to the European Central Bank, to monitor currency fluctuations. The component enhances salesforce.com's advanced & dated currency management, monitoring all system defined currencies versus the customer's default currency, for all financial transactions.


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FX Manager includes:

  • Up to date currency exchange rates automatically fed from the ECB (European Central Bank)
  • Enhances salesforce.com's advanced dated currency management functionality.
  • All system defined currencies are compared live, to the system's default currency
  • Positive / Negative exchange rate indicators, versus the previous period
  • Link to the ECB's individual reference exchange rates
  • Auto-update of salesforce's dated exchange rates, with new daily rates (Admin only)

Nexellerator Relationship Manager


The Relationship Manager Accelerator component extends salesforce.com's CRM functionality and allows you to simply manage relationship to any person or entity in the system.

Full relationship (ex: Client - Advisor) and reverse relationship (ex: Advisor - Client) management functionality is available for true N:N mapping of your client's connections in a 360view of your data.

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Relationship Manager includes:

  • Relationship mapping with a clear and user friendly interface
  • Client specific Auto-Reverse relationship definition, without the need for Admin setup
  • True N:N mapping of any person or client, business or individuals, in a single logical view
  • Direct navigation, with on the fly edit and extended Relationship Notes functionality.
  • Free selection of which fields & data are to be visible for each relationship

Nexellerator Relationship Tree


The Relationship Tree Accelerator component provides for a graphical, data centric hierarchical view of your relationship data.
Your Client and person data are presented in a horizontal or vertical view with dynamic focussing on the record of choice, providing a clear "picture" of your key business relationships and their influences.


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Relationship Tree includes:
  • Vertical or horizontal component to view your relationships in an "on-page", hierarchical & graphical way
  • Focussed and data centric presentation of your data of choice
  • Direct navigation, with on the fly edit and extended Relationship Notes functionality.
  • Free selection of which fields & data are to be visible for each relationship

Nexellerator PhotoDrop


The PhotoDrop Accelerator component allows for simple drag and drop upload of photos for all salesforce.com pages.
Upload your client's picture, company logo or the picture of your client's assets.

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PhotoDrop includes:
  • A simple way to drag and drop any photo onto your salesforce.com page layouts.
  • Used for person photos, company logos, photos of Client's assets etc.

 

Contact us to see how we can support your CRM and project needs.

 

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Nexell GmbH, based in Switzerland & Germany is your Salesforce.com and Salesforce.org, Pardot and Fonteva partner.

Founded in 2002, we help our customers and non-profit organizations in the field of CRM (Customer Relationship Management). Our services, technologies and strategies culminates from years of experience with large and small firms, resulting in a set of best practices which are applied to all our projects, big and small, locally and internationally.

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