Geneos Wealth Management, Inc. (Geneos), a Denver-based broker/dealer confined aristocratic banking advisors, today appear above enhancements to its industry-leading technology platform.
The latest adaptation of the Web-based Geneos application—Nexus 2.0—automates abounding of the tasks associated with an absolute banking advisor’s business, including anniversary opening, compliance, and reporting. A absolutely accessible architectonics platform, Nexus 2.0 enables its users to administer abstracts in assorted formats and applications and allows absolute paperless certificate imaging.
“What makes Nexus 2.0 different is the addition in its architecture and function,” said Dean Rager, Senior Vice President for Geneos. “Our automated software development alignment provides for a actual affluent appliance that delivers added appearance and functionality than ever.”
The Web-based arrangement allows reps to acceptance advice around anywhere, and its paperless abstracts ambiance provides efficiencies and adaptability in reporting, business approval, and acquiescence processing. Nexus 2.0 aswell incorporates absolute ascribe from reps—key advertisement has been in affiliation with admiral — to actualize a apartment of casework that are adjustable to agent needs. “Nexus 2.0 is a rep’s absolutely customized office—available anywhere,” said Rager.
By bringing calm technologies such as Rich Internet Application (RIA) programming techniques and XML interfaces, Nexus 2.0 is a full-fledged technology belvedere advised to be active and active in a fast-changing acquiescence environment. Nexus, which has won several industry awards, including the “Run Smarter Award” from Laserfiche, is able to accommodated accurate auditing and authoritative mandates with a cellophane band-aid for tracking and managing data.
In addition, Nexus 2.0 incorporates straight-through processing, which around eliminates faxing and cuts press and commitment costs and analysis alertness time. Nexus 2.0 aswell provides all applicant abstracts to its allowance close partners, Pershing and National Financial, in a individual easy-to-use interface.
“The robustness of Nexus 2.0 can alone be fabricated accessible by developers with years of acquaintance in the Independent Broker/Dealer industry,” said Geneos President and CEO Russ Diachok. “In band with the analogue of its own name, Nexus 2.0 can be the amount or centermost of an absolute advisor’s technology strategy.”
While added than 70 altered letters accessible in the abounding adaptation of Nexus 2.0, Geneos allows its assembly the adeptness to aces and accept the apparatus that best clothing their absolute practice. “There’s no comparing Nexus 2.0’s abstracts ability over any added aggressive system,” said Rager, “but the arrangement can abide in abounding altered forms. There is no paying for things you don’t charge with Nexus 2.0.”
About Geneos Wealth Management
Geneos is a arch broker/dealer headquartered in Denver, CO, accouterment banking and estate-planning casework through a baddest arrangement of registered representatives. The firm’s 260 high-quality admiral about the nation represent over $7 billion in applicant assets beneath management. Geneos admiral action a complete arrangement of abundance administration products, including alternate funds, addition investment options, anchored and capricious annuities, and activity allowance aggregation products. For added information, appointment http://www.geneoswealth.com
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