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Technology Solutions for the Financial Industry, specializing in Broker Dealer,
Branch Office and Advisor Technology Management Consulting, Systems Design,
Project Management and Implementation.

As-needed technology project management and consulting
Broker-Dealer systems and technology expertise on demand

Current Data and File News
DST IDC Commission file on-boarding is underway for 2014.

Data Aggregation with Securities Data Repository
Data Management and Database Reporting
Data Distribution

 

 Pershing Data File Utilities
Load to Excel
Load to Access and SQL Server
 Pershing Data File Mapping and Conversion

Custom  Applications for Broker Dealers    

 

 

Call 310.398.0232

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