"Open Source technology to provide cost-effective flexibility"Our Products
Compliance Systems
Commissions/Compensation Systems
Our system can accept data feeds from:
- National Financial Services, LLC
- Raymond James Financial (correspondent division)
- Pershing, LLC
- DTCC Mutual Funds (including integrated money settlement)
- DTCC Insurance Processing Service (including integrated money settlement)
- Bear, Stearns Securities Corp (coming soon)
- Other interfaces can be designed to suit your needs
Operations Automation Technology
- Document Imaging/Paperless Files
- Customer Account Information Data Warehouse
- Automated Report Distribution
Other Services