Nexus offers the control needed to automate your day-to-day operations.
The Nexus platform provides robust and sophisticated functionality to power your trades and billing activities. Its processes organize and analyze incoming data for the back office and Advisors to use efficiently. The built-in flexibility allows you to customize that capability 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 Advisor. Our system facilitates a synergistic relationship between the RIA and their Independent Advisors and can create and maintain highly customized investment portfolio plans. By setting system parameters to identify how 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 capability.