We’re excited to announce the release of our new Exception Manager module — a powerful enhancement to our platform that automates the full lifecycle of margin calls from creation to closure.

The Nexus platform is a highly configurable web application that allows consolidation of multiple technology vendors into one solution. Whether you’re a BD or RIA, Nexus offers a perfect balance between providing regulatory compliance and supplying the majority of basic operational tools required by individual advisors and for your firm to advance your book of business, all while retaining the ability to accommodate the differences encountered from firm to firm and advisor to

The Nexus platform is a highly configurable web application that allows consolidation of multiple technology vendors into one solution.