Nexus for IFAs
iOS app by FE Fundinfo Limited. Productivity · FE Fundinfo Limited
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0
- Listing last refreshed
- 2026-09-10
View the original store listing
Store description excerpt
The Nexus for Financial Advisers mobile app — record face-to-face client meetings. Nexus for Financial Advisers already captures your online meetings. This app extends that to in-person meetings: record a client conversation from your phone, and Nexus for Financial Advisers transcribes it into the same structured meeting notes and data points as your online meetings. Features: - Record face-to-face meetings on your phone - Attach recordings to an existing client, or create a new client entry on the spot - Supports meeting recordings for joint clients/households on the go - Offline-safe: recordings queue and retry automatically if you lose connection - Your AI-generated meeting notes accessible in the web app after recording - Client records sync with CashCalc Sign in with your existing Nexus for Financial Advisers account — no separate setup. Requires an active Nexus for Financial Advisers subscription or trial, and a CashCalc connection to create new clients from the app.
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