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Accounting/Operations Tools

- Do your correspondents have issues with capturing and calculating realized and unrealized gains and losses on retail accounts?

Consider CBAS, which supplements your correspondents’ 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 correspondents stand to gain from the efficiencies of an automated new account setup process?

Consider AccountQ, which automates the new account setup and maintenance process through a simple Web interface.

Quick information Clearing firms

Accounting/Operations Tools

Quick information
Clearing firms