One connected platform for SYS – live valuations from your providers, joined-up workflow from first lead to signed application, and the advice tools your planners already use, all in one place.
See your optionsSYS has grown through a run of acquisitions – CJK Financial Planning, Q Financial, IRS Financial Services, GTL Life and Pensions and ODM Financial Advisers. Every new book adds clients, data and processes that need to land somewhere. Today that’s spread across provider portals, spreadsheets and a CRM that doesn’t join the dots. Nexus brings it together and scales with you as you grow.
SYS already uses Nexus – but only for around 31 of your circa 55 advisers, and none of your support staff. Today, only some of your planners have the research, cash flow and note-taking tools, while Client Services, paraplanners and admin work outside the platform. What’s missing is access for the whole team, and the layer that connects everyone to your providers, your clients and each other.
From our discovery session, July 2026
Each tier builds on the one before. All prices are monthly, in euros. Nexus Pro and Nexus Premium cover your whole firm of 55 advisers and include a partnership discount for being among the first firms in Ireland to adopt the full platform.
Enterprise licensing with Nexus Pro and Nexus Premium – every member of your team included. Both packages are priced on the number of advisers in your business, not the number of people using it. Every planner, paraplanner, Client Services and admin colleague can have their own licence at no extra cost, so the whole firm works from one platform.
Your current position, plus Command Deck.
The full platform for your whole firm, on an enterprise licence.
Adds AI-assisted Suitability Reports – the full advice journey, end to end.
Nexus Premium costs €2,183 a month more than Nexus Pro and adds the Suitability Report on top of everything in Pro.
Monthly prices in euros, compared with what SYS pays today. Nexus Pro and Premium cover all 55 advisers.
| Option | Standard price | SYS price | Per adviser | Change vs today |
|---|---|---|---|---|
| Today – Nexus, 31 advisers | – | €5,212 | €168 | – |
| Nexus – today’s 31 licences + Command Deck | €14,545 | €14,545 | €168 + €150 | +€9,333 |
| Nexus Pro – 10% discount | €17,503 | €15,753 | €286 | +€10,541 |
| Nexus Premium – 20% discount | €22,420 | €17,936 | €326 | +€12,724 |
Provider data flows in once, lands in Command Deck, and powers every tool, workflow and report your team uses – no re-keying, no portal-hopping. Choose a tier to see what it lights up.
Command Deck for Ireland is a new solution, and SYS will help us build it. Rather than bending your processes to fit a generic system, you get a CRM configured around how SYS works and around the Irish market – Irish providers, Irish regulation and the way Irish advice firms run their businesses.
These workflows came out of our sessions with SYS and are the starting point for the build. Select a journey to see each stage.
One status view across the whole team and every provider – no more phone-and-email chasing.
Onboard acquired books with automated tracking of the 60-day opt-out window before first contact.
Bulk-import your existing trackers, track status and outcomes, and attribute closed business back to ad spend.
Clients tiered automatically as values change, with the right review journey triggered for each tier.
Time per task, volume per person and days in pipeline – live, rather than rebuilt weekly.
Planners see their clients, firm owners see their firm, SYS Group sees everything across acquired firms.
We know you’re backing a platform that’s still being built for the Irish market. So you don’t pay the new price until it’s working for you, and you’re never charged in advance for growth. There’s no lengthy initial term either – just a 12-month payment term at the new price, so you’re not locked in.
Build, integrations and workflow scoping begin. You keep paying today’s rate.
Roll out to all 55 advisers with no price increase.
Payments move to your new Nexus, Pro or Premium price.
Adviser numbers reconciled once, at year end. Growth during 2027 isn’t charged until then.
After 12 months at the new price. No RPI or indexation before this date.
Nov 2026 to Jun 2027 billed at your current €5,212 a month.
Acquire and hire freely – new advisers are counted at year end, not as they join.
The only change before then is the year-end adviser true-up.
No long initial term – just one 12-month payment term at the new rate (Jul 2027 – Jul 2028), then you’re free to cancel.
| Period | Monthly payment | Payable for period |
|---|---|---|
| 1 Nov 2026 – 30 Jun 2027 (8 months) | €5,212 | €41,696 |
| 1 Jul 2027 – 30 Jun 2028 (12 months) | €17,936 | €215,232 |
| From 1 Jan 2028 – each adviser added during 2027 | €326 per adviser a month | |
Value gained during your initial free term – six months of the full Nexus Premium solution (January to June 2027) while paying today’s price.
Confirm Nexus Pro or Nexus Premium.
We’ll have contracts ready for a 1 November 2026 start.
Every planner, paraplanner and support colleague gets access to FE Analytics, CashCalc and Nexus Notetaker straight away. Premium firms get the Suitability Report when it launches in December.
Work with us to steer the build of Command Deck for Ireland – your journeys, lead sources and provider integrations. Likely around three months.
Once your CRM is live, we’ll support rollout and training across your offices and teams.
David Scholes · FE fundinfo