H2 FinTech
HQ Address
9055 E. Mineral Circle, Suite 105, Centennial, CO 80112, United States
Website Address
Business introduction
Real-world experience with regulatory agencies in the financial services industry
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 ...
business needs
view solutionNexCommunication
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 ...
business needs
view solutionNexCompliance
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 ...
business needs
view solutionNexCRM
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 ...
business needs
view solutionNexEmail
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 ...
business needs
view solutionNexImaging
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 ...
business needs
view solutionNexOnBoarding
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......
business needs
view solutionNexus 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......
