DataPro vs By Nexus

DataPro 係專為香港保險及理財顧問打造嘅專業數據工作台。由強積金、投連險走勢，到醫療儲備、退休規劃、保障缺口分析，再到客戶管理同對客報告，一個 app 幫你由分析到成交一條龍。 【醫療儲備計算機 v5】 全新五步敘事式規劃，帶客戶由「保費點解會升」一路睇到「退休後邊個幫你科」。 • 逐年醫療保費走勢，計及醫療通脹 • 在職期 vs 退休期兩階段負擔，一目了然 • 一筆儲備如何滾存、代繳一世保費 • 智能建議調整：儲備缺口即時計出補足金額 【理財規劃 · 保障缺口分析】 一個流程行完，家庭、危疾、退休三大缺口即時計算。 • 隨輸入即時更新，每個數字一撳睇拆解 • 人壽缺口時間線，睇清邊一年歸零 • 退休現金流、按揭、現有資產一次過納入計算 【MPF · ILAS RADAR 基金數據追蹤】 每日追蹤強積金同投連險基金走勢同表現。 • 基金表現、年度回報、月供回報分欄比較 • 量化組合走勢一覽，一撳同客戶分享 【客戶管理中心】 所有客戶集中一個地方，唔再散落幾組儲存。 • 今日待辦、生日提醒、觸及率一頁睇晒 • 一鍵開始保障分析、輸入財務資料 【客戶專屬報告門戶】 報告唔再靠傳嚟傳去嘅 PDF，改用登入式私人連結。 • 客戶喺專屬頁面自己揀問題睇答案 • 安全、專業，內容隨時更新 適合對象：保險經紀、理財顧問、MDRT 從業員、財務策劃師。

Nexus provides insurance professionals with a comprehensive suite of tools for learning and practice support, covering product knowledge training, data analysis presentation, and market information consolidation — helping practitioners deepen their professional expertise and enhance client service quality. Key features include: Featured Showcase — Offers dynamic return calculators and chart visualisations to support internal training and product knowledge development Market Comparison — Aggregates product data across multiple insurers, enabling market research and training presentations Travel Insurance Tool — Instant access to plan quotations for quick and accurate client enquiry responses Infograph — A curated collection of insurance knowledge infographics for easy client communication and internal training reference Note: Subscription required for access. Terms of Use (EULA): https://www.bynexus.co/terms-of-use