Products January 28, 2009

Geneos Wealth Management Enhances CRM System

Geneos Wealth Management announced the latest improvement to its technology platform, Artesian CRM 3.0.
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The Denver-based broker/dealer said the new Web-based customer relationship management (CRM) system automates many of a financial adviser’s normal office functions. Artesian CRM 3.0 synchronizes client data with Geneos’ back-office systems, and has the ability to export data to other applications, such as LaserApp or Microsoft Office, as well as importing data from any text file. The Geneos CRM also has the ability to produce reports off of the Albridge replicated database, according to a press release.

Geneos said the system is part of a full suite of Web-based applications designed to minimize an adviser’s infrastructure investment. In October, the firm rolled out Nexus 2.0, an open-architecture technology platform that automates many of the tasks associated with an independent financial adviser’s business, including account opening, compliance, and reporting (see “Geneos Updates Technology Platform for Advisers“).

Geneos provides financial and estate-planning services through “a select network of registered representatives,’ the company said.

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More information is available at www.geneoswealth.com.

 

Deals & People January 28, 2009

Roberts Joins Reish Luftman to Focus on Advisers

Jason Roberts moved from Edgerton Weaver, LLP, to join as a partner in the Employee Benefits practice at business law firm Reish Luftman Reicher&Cohen.
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Los Angeles-based Reish Luftman Reicher & Cohen said in a release that Roberts focuses on representing the unique needs of broker/dealers, registered investment advisers (RIAs), and securities firms. In this role, he advocates progressive action with the Department of Labor (DOL) and Congress in areas related to the operation of employee benefits plans (see “DoL Rule Gives More Advice Options’).

Reish Luftman said Roberts will further enhance the firm’s ability to provide specialized and focused counsel to broker/dealers, RIAs, plan providers, and recordkeepers.

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Roberts previously led the ERISA Plan and Investment Fiduciary group at Edgerton Weaver in Los Angeles. He serves on the Editorial Advisory Board of the Employer Resource Institute’s California Employer Adviser, the Board of Directors for the Los Angeles Chapter of the Financial Planning Association (FPA) overseeing Professional and Legislative Issues/Government Relations, the policy board for the Investment Fiduciary Leadership Council (IFLC), and as a co-director of IFLC’s Southern California Fiduciary Roundtable, according to the release.

Roberts can be reached at JasonRoberts@Reish.com or 310.478.5656.

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