Nexus for Financial Advisers

The Nexus mobile companion — for face-to-face client meetings.

Nexus for Financial Advisers already captures your online meetings automatically. 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
- Automatic transcription and AI-generated meeting notes
- Attach recordings to an existing client, or create a new client entry on the spot
- Joint/household client support
- Offline-safe: recordings queue and retry automatically if you lose connection
- 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.