Nexus offers the control needed to automate your day-to-day operations.
The Nexus platform provides robust and sophisticated functionality to power your trades, billing, and commissions activities. Its processes organize and analyze incoming data for the back office and Registered Representatives to use efficiently. The built-in flexibility allows you to configure the platform to reflect your own procedures and the way you do business with integrated and automated day-to-day operations to streamline processes.
With protocols based on the WSP (Written Supervisory Procedures) in place, Nexus allows the back office to control how trades and payment information are handled at every step from data entry to payout to the Registered Representative. The back office and Broker-Dealer can create and maintain highly customized investment portfolio plans. By setting system parameters to identify how your hybrid managed accounts should be performing, Nexus centralizes the information and streamlines the tasks involved.
The result is a comprehensive approach that makes your trading and payments activities more efficient by increasing productivity, reducing ongoing costs, and providing detailed, consistent monitoring and compliance capabilities.
Smart productivity that yields value for ﬁnancial services ﬁrms and staff.Request a Demo