GENEOS WEALTH MANAGEMENT

LASERFICHE LaserFiche is a powerful image documenting system seamlessly integrated with Nexus. Store, organize, and manage your client, firm, or company files in Laserfiche's efficient file managing system. Through the Nexus User Interface, you can access your client's Laserfiche documents any time you need to. ALBRIDGE Albridge Solutions, Inc. (Albridge) has established itself as a leading provider of data management and financial technology solutions for financial services companies. Our award-winning Albridge Wealth Reporting™ solution has received top honors in surveys conducted by leading publications, including Financial Planning and InvestmentNews. NEXUS Designed to provide transparency in business processes and improve operational efficiency, Nexus empowers Geneos to strengthen our BD-Advisor partnership. By streamlining the home office workflow and providing powerful technology to the advisor, everyday tasks can be completed faster and with more accuracy. We work smarter,..

Also known as: Geneos Wealth Management, Inc.

Primary location: Centennial United States