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Geneos Wealth Management, Inc. (Geneos), a Denver-based broker/dealer serving elite financial advisors, today announced major enhancements to its industry-leading technology platform.
The latest version of the Web-based Geneos application—Nexus 2.0—automates many of the tasks associated with an independent financial advisor’s business, including account opening, compliance, and reporting. A fully open architecture platform, Nexus 2.0 enables its users to manage data in multiple formats and applications and allows comprehensive paperless document imaging.
Schwab Charitable, one of the country’s largest and fastest growing nonprofits and facilitators of charitable giving with over $2 billion in assets and $350MM in annual grants, announced today the launch of an innovative microfinance guarantee program. It is the first program of its kind to enable donors to set aside a portion of their Charitable Gift Accounts to guarantee microfinance loans to the world’s poorest entrepreneurs to start, maintain or expand small businesses.
The Alliance for Sustainable Colorado (www.sustainablecolorado.org) today announced the names of six of its eight Heroes of Sustainability finalists who have led the way to a more sustainable future in four categories: non-profit, business, government and academia. The finalists will be showcased during the Sustainability Gala scheduled for Thursday, October 16 at the Sherman Events Center in Denver.