Save hours on every deal

You are busier than you have ever been. Get hours back. Your clients can enter all their data and upload all their documents direct to Mercury Nexus Client Centre.

Kanban

The Kanban board gives you full oversight of your business. You can progress deals simply and quickly in one location and focus on the things that matter today and in the weeks and months ahead.

Client Centre

Your clients can easily input their personal and financial information, quickly and securely. Uploading financial documents is a breeze. Simply drag and drop or click to upload.

Outlook 365

The Outlook 365 integration enables you to track all email communication with your client and save them directly into the client opportunity. Making your client interactions seamless and in the one location.