Group items tagged 2.0 - Investment & Personal Finance

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Geneos Wealth Management Unveils Enhanced Technology Platform for Broker/Dealers and Re... - 6 views

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Erik Keith on 23 Oct 08

The latest version of the Web-based Geneos application-Nexus 2.0-automates many of the tasks associated with an independent financial advisor's business, including account opening, compliance, and reporting. A fully open architecture platform, Nexus 2.0 enables its users to manage data in multiple formats and applications and allows comprehensive paperless document imaging.

<div class="cArrow"> </div><div class="cContentInner">The latest version of the Web-based Geneos application-Nexus 2.0-automates many of the tasks associated with an independent financial advisor's business, including account opening, compliance, and reporting. A fully open architecture platform, Nexus 2.0 enables its users to manage data in multiple formats and applications and allows comprehensive paperless document imaging. </div>

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