BD: Overview

Frustrated with escalating resource demands due to increasing complexity of regulations and compliance issues in the Broker-Dealer business environment?

Let Nexus enterprise platform simplify it for you.

Today’s regulatory and compliance requirements create challenges of oversight, workflow management, and administrative complexity. These operational tasks often detract from time better focused on creating financial value and developing relationships with clients. H2’s Nexus is the command center of the Broker-Dealer’s technology network. Programs essential to the modern Broker-Dealer are transparently integrated into Nexus to provide a comprehensive home office and registered representative support system.

A solution for your day-to-day challenges

The Nexus platform provides more all-inclusive features for less cost than larger, generic enterprise software providers. By having a comprehensive, integrated, configurable solution that focuses on delivering operational efficiencies to cover nearly all areas of your business, your organization can work smarter - increase productivity, reduce costs, and improve bottom line results.

Command and control infrastructure for the financial services industry

Developed by tech professionals with a history and understanding of regulatory challenges for financial services firms, the Nexus platform has a sophisticated and robust financial management DNA. At its core, Nexus meets your daily operating needs and combines it with the processing power needed to deliver more value through real-time automation. It eliminates repetitious administrative and workflow tasks while providing granular oversight plus management transparency. In addition, the platform provides your firm with high-level client confidentiality, data privacy, and robust cyber security protection.

Nexus platform software provides outstanding:

  • Nine-in-One Functionality — built-in, integrated capabilities usually found across 9 separate industry-used software programs deliver outstanding performance and maximum value
  • Your Work Your Way Flexibility — modular functionality can easily be selected and configured to solve your most urgent business process needs and operate to reflect your internal processes and how you do business in your own firm
  • Support for Growth Scalability — ability to scale as you grow — whether within a single office or at multiple locations

Experience Nexus

Smart productivity that yields value for financial services firms and staff.

Request a Demo

Highly integrated data management systems to strengthen the Broker-Dealer

  • Detailed Advisor Compensation
  • Books and Records Management
  • Compliance and Supervision
  • Workflow and Middle Office Solutions
  • Renewals Processing
  • SEC and IRS Reporting
  • Available Integrations