Geneos Wealth Management Unveils Enhanced Technology Platform for Broker/Dealers and Re... - 6 views
biz.yahoo.com/...0445101.html
Geneos Wealth Management wealth management technology broker dealer Nexus Platform Financial advisor investment Denver Nexus2.0 reporting key reports financial services e
shared by Erik Keith on 23 Oct 08
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Erik Keith on 23 Oct 08The 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.
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