Quick information
Retail Broker/Dealers
Accounting/Operations Tools
- Is your firm frustrated by the reconciliation P&L reconciliation process between trading and accounting?
Consider TradingQ, which automates the posting and reconciliation of data between your firm’s trading, accounting, and trade supervision departments.
- Do your branch managers spend more time supervising then managing, training, and selling?
Consider ComplianceQ with Principal Review Blotter, PRB, which automates the approval and review of broker activities in branch offices with features such as workflow and compliance/surveillance exceptions.
- Does your firm have issues with capturing and calculating realized and unrealized gains and losses on retail accounts?
Consider CBAS, which supplements your clearing firm’s retail account oriented tax lot capabilities with enhanced profit and loss information directed toward the requirements of hedge funds, active traders, and proprietary accounts.
- Can your firm's operations stand to gain from the efficiencies of an automated new account set up process?
Consider AccountQ, which automates the new account setup and maintenance process through a simple Web interface.