Contact Information: For more information, please contact: Dean Rager Geneos Wealth Management (303) 875 8470 Morrison Shafroth Communications Strategy Group (720) 470-3653
Geneos Wealth Management to Provide Technology Platform for Leading Broker/Dealer
Wyoming-Based Kaiser and Company Signs On to Gentech Nexus Application
| Source: Geneos Wealth Management
DENVER, CO--(Marketwire - April 16, 2009) - Gentech LLC, a wholly-owned subsidiary of
Denver-based Geneos Wealth Management, Inc. providing technology solutions
to the financial and medical services fields, today announced an agreement
to provide its industry-leading Nexus technology platform to Kaiser and
Company, a broker/dealer headquartered in Cheyenne, Wyoming.
The current version of the Gentech Web-based application automates many of
the tasks associated with an independent financial advisor's business,
including account opening, compliance, and reporting. A fully open
architecture system, Nexus enables its users to utilize data in multiple
formats and applications and allows comprehensive paperless document
imaging.
"The Nexus design provides for a very rich application that delivers more
features and useful functionality than many people thought possible," says
Dean Rager, Senior Vice President for Gentech. "That makes it a great fit
for multi-faceted firms like Kaiser and Company."
Kaiser and Company is a full-service FINRA member broker dealer offering
general securities, insurance and investment products, and financial
planning services to clients through a network of registered
representatives and registered investment advisors. The firm has been
serving clients in the Northwestern region of the United States for over 30
years.
"We make every effort to provide our investment professionals with the most
efficient and effective support available," said Todd P. Bishop, President
and CEO of Kaiser and Company. "We think the Gentech Nexus technology is
the superior application for our representatives to run business the way
they want to run their business."
Nexus is a full-fledged technology platform designed to be nimble and agile
in a fast-changing compliance environment. But while more than 70 different
reports are available in the full version of Nexus, Gentech allows its
users the ability to pick and choose the components that best suit their
independent practice. "There's no comparing Nexus' data power over any
other competing system," says Rager, "but the system can exist in many
different forms. There is no paying for things you don't need with Nexus."
About Geneos Wealth Management
Geneos is a leading broker/dealer headquartered in Denver, CO, providing
financial and estate-planning services through a select network of
registered representatives. The firm's 260 high-quality advisors around the
nation represent over $7 billion in client assets under management. Geneos
advisors offer a complete array of wealth management products, including
mutual funds, alternative investment options, fixed and variable annuities,
and life insurance company products. For more information, visit
http://www.geneoswealth.com.