Using a trusted and cost-effective managed services provider like Nexigen keeps you competitive and profitable. It’s our job to keep your business growing, all while adhering to regulatory compliance, risk management and information security. Nexigen offers secure IT resources that removes the technology complexity of financial management, so you can focus on providing customer satisfaction in your day-to-day business transactions.
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All of our services meet SEC requirements and guidelines. This includes data storage, compliance, and security.
We require all employees to handle access to PII with due care and attention. Our policies and procedures are audited regularly. We offer proactive scanning and risk assessment to ensure our clients audit requirements are being met.
We understand the needs and requirements to run an advisory practice. We focus on making sure your systems are running optimally so you can focus on providing your customers and their portfolios the attention they deserve.
We have spoken at several wealth management conferences, including the NAPFA conference on cybersecurity. With over 10 years of experience as the trusted partner of many wealth management companies, our management tools are developed to support the needs of your auditors, generating security and compliance reports automatically.