H2 FinTech

HQ Address

9055 E. Mineral Circle, Suite 105, Centennial, CO 80112, United States

Website Address

h2fintech.com

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Business introduction

Staying competitive with the right technology platform

Technology Solutions for the Financial Industry

Solutions through software
At our core, we believe that our primary business purpose is providing solutions for our clients that solve their most time-consuming operational issues. We collaborate with you to solve your real-world business challenges as you deal with an increasingly complex compliance-heavy and regulated financial world. As members of a co-operative business alliance, we will work collectively to address the business processes and performance needs of today as well as new challenges that may arise in the future.

Founded by industry experts, H2 FinTech has more than 26 years of experience in solving the regulatory challenges of the financial services industry. H2 FinTech’s Nexus platform provides an extensive range of applications in one dashboard. The platform is trusted by professionals and utilized by more than 3,600 daily users from top financial services companies. As a company, H2 is dedicated to bringing innovative technology and software solutions to the financial industry. Our goal is simple — to develop and deliver versatile solutions and outstanding value not currently available on the market to address the day-to-day challenges of Advisors and the financial service companies that support them.

H2 FinTech Solutions

NexCommission

The module includes: Full compensation process engine Representative web-based portal 24x7 access Turnkey compensation reports Adhoc compensation reports ...

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NexCommunication

The NexCommunication module allows you to communicate with your representatives through an easy to use web-based portal. The NexComunication module provides: Web based portal linking your advisors and the home office. Drives all representatives communication. i.e. news, compliance must-reads, operation, and more. Secured communication portal ...

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NexCompliance

By simplifying the compliance process, managers can quickly respond to regulatory requests with electronic reports, increasing confidence that the firm is well managed. The NexCompliance module included: Compliance rules-based engine Pre and Post trade surveillance Suitability / Investment oversight AML testing Tracks CE Oversight 17a3 letters Electronic blotters ...

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NexCRM

You can improve your marketing effectiveness to attract new customers and get more from existing relationships. The NexCRM module includes: Forms management web-enabled Document image enabled contacts Calendering Tasks Appointments Notes Reports ...

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NexEmail

The NexEmail module can host your organization's email in it's secure data centers, and this option provides a complete set of related email services including: Hosted or non-hosted Integrated archival and retrieval surveillance solution Lexicon driven Pre-packaged lexicons Configurable and standardized ...

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NexImaging

Time wasted chasing paper becomes time invested in meaningful work that contributes to bottom-line profitability. The NexImaging module includes: Electronic signatures Document storage and retention Workflow17a4 compliant Audit trails ...

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NexOnBoarding

NexOnBoarding brings the data gathering process to the advisor. By making data entry and verification more intuitive - and eliminate the data-entry middle-man - data is entered faster and more cleanly than ever before. With better data quality Broker-Dealers can run more efficient operational and make better, more profitable decisions. The NexOnBoarding module includes: Rules-based required......

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Nexus Enterprise

Nexus has been designed to allow Broker-Dealers to adapt readily to changes in requirements, to provide transparency in business processes and to improve operational efficiency. The Nexus Enterprise Solution provides a number of key benefits that can result in cost savings and operational efficiency. Nexus helps you automate tasks and notifications, leverage staff resources, increase incident......

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