An open architecture system enables users to utilize data in multiple formats and allows paperless document imaging
Gentech, a wholly owned subsidiary of Geneos Wealth Management providing technology services to the financial and medical services fields, has signed an agreement to provide its Nexus technology platform to Kaiser and Company, a broker dealer.
Gentech said that the current version of its web-based application automates many of the tasks associated with an independent financial advisor’s business, including account opening, compliance, and reporting. An open architecture system, Nexus enables its users to utilize data in multiple formats and applications and allows paperless document imaging.
Gentech also said that Nexus is designed to be agile in a changing compliance environment. But while more than 70 different reports are available in the full version of Nexus, Gentech allows its users the ability to pick and choose the components that suit their independent practice.
Todd Bishop, president and CEO of Kaiser and Company, said: We make every effort to provide our investment professionals with the most efficient and effective support available. We think the Gentech Nexus technology is the superior application for our representatives to run business the way they want to run their business.