Geneos Wealth Management Unveils State-of-the-Art CRM System for Top Financial Advisors


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Denver, CO–January 28, 2009–Geneos Wealth Management, Inc. (Geneos), a Denver-based broker/dealer serving elite financial advisors, today announced the latest improvement to its industry-leading technology platform: Artesian CRM 3.0, an enhanced ‘Customer Relationship Management’ (CRM) tool designed to be the financial industry’s easiest to use for advisors.

The new web-based system has a unique “process” driven feature that automates many of a financial advisor’s normal office functions, in turn freeing up time to create higher value work. 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.

“The real beauty of Artesian CRM 3.0 is that it creates a ‘one point of data entry’ solution for a successful financial advisor’s demanding practice,” says Dean Rager, Senior Vice President for Geneos. “It’s a remarkably robust CRM system that will save office personnel valuable time in keeping client data up to date over several applications.”

As part of a full suite of web-based applications designed to minimize an advisor’s infrastructure investment, Artesian CRM 3.0 is only the latest in a series of Geneos innovations. In October, the Denver-based firm rolled out Nexus 2.0, an open-architecture technology platform that automates many of the tasks associated with an independent financial advisor’s business, including account opening, compliance, and reporting.

“Our progressive technology solution can only be made possible by the right talent with years of experience in the Independent Broker/Dealer industry,” says Geneos President and CEO Russ Diachok. “I’d like to think that Geneos is building the best outsourcing solutions for the industry’s best advisors.”

About Geneos Wealth Management
Geneos is a leading broker/dealer headquartered in Denver, CO, providing financial and estate-planning services through a select network of registered representatives. The firm’s 260 high-quality advisors around the nation represent $350 million in client assets under management. Geneos advisors offer a complete array of wealth management products, including mutual funds, alternative investment options, fixed and variable annuities, and life insurance company products. For more information, visit

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Morrison Shafroth
[email protected]

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