Operational Support

Nexus Financial is committed to assisting you in the day-to-day operations of the business so that you can spend more time focusing on your clients. We are trained to be able to answer most of your questions immediately. We take ownership of any business question or concerns you may have until a resolution is reached. We make it easy for you to execute your client’s investment strategies. Our relationship through National Financial Services (NFS), a Fidelity company, streamlines your trade processing, clearing and recordkeeping. Also, Wealthscape, Omnisource and many other platforms available 24 hours a day, 7 days a week.