Integrating Industry-Known Technology into One Dashboard
Geneos Industry-Leading Technology— by advisors for advisors
Geneos’ combination of unmatched personal service and its proprietary, industry-leading technology platform is unrivaled in helping firms achieve their ambitious business and advisory goals. Nexus is a cloud-based technology platform created by a Broker-Dealer and RIA owned technology company. The platform is designed to address advisory firm requirements and processes. Quantum facilitates regulatory oversight, workflow management, and administrative tasks.
The configurable technology adapts to your business needs, supporting various models without requiring changes to your processes. Essential RIA programs are integrated into Quantum’s dashboard for comprehensive back-office and advisor support. The platform boosts efficiency by automating administrative and reporting tasks, freeing staff resources. As compliance rules change, Quantum helps implement necessary updates to ensure your firm remains compliant.
Geneos’ platform covers portfolio analytics, trading, accounting, and OSJ reporting—letting you spend more time with clients and grow your practice’s value.
Technology Benefits
Explore a platform tailored for advisors, making it simple to manage clients and your business from anywhere.
Manage your clientsCustomize reports to suit each client and encourage valuable discussions. Building your client relationships takes time, so we want to help put more of it back in your day. Meet Quantum—portfolio, trade, document, and wealth management, all in one platform, all in one dashboard.
Tools to Support Your Processes—Not Change Them
Share tailored portfolio and performance data with each client, offering built-in power and flexibility.
Build the view you want. Get instant access to an integrated view that reflects how you work.
Assign models to households, treasury management ability, exclude assets based upon any criteria you like, and rebalance accounts in an automatic fashion.
Quickly and easily make multiple trades for a client or household, and even groups of accounts or households, with Trade Pro out proprietary trading platform.
Store and monitor important non-financial client information for a household and integrate it with our CRM.
Upload all your documents with drag-and-drop ease and move closer to a truly paperless office.
Automation of time-consuming repetitive processes frees you and your staff to focus on other things. Set up personalized, custom operational alerts to deliver to the right employee via their preferred method.
Nearly infinite customization capabilities let you present reports in ways that drive meaningful conversations with each client. Plus, run all client reporting with just one click for your upcoming review meetings.