Rebuilt under the hood and what you see
MyNexion is being completely rebuilt on modern technology, so pages move faster, and you can find what you need.
Financial summaries and dashboards
See where things stand at a glance - and a redesigned financial widget with our new recognition tiers.
Tern and Travefy, connected to us
Reservations from Tern and Travefy - straight into MyNexion, no more double entry.
Project Expedition, built in
Book tours, excursions, and things to do for your advisors without rekeying into MyNexion.
A surprise, coming soon
We're keeping this one under wraps for now. You'll want to check back for it.
Room for AI to help
This foundation sets us up to add AI layers next year, aimed at the mundane, time-consuming tasks that pull you away from your customers.