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Client List


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  Partial Client List

  Broker Dealer Level Software and Consulting Services

  Pershing
  SummitAlliance/Argentus
  Farmers Financial Solutions / Farmers Insurance
  NPB Financial Group, LLC
  Delafield Hambrecht
  Commerce Capital Markets, Inc.

  Santander Securities - Banco Santander
  SummitAlliance
  W.H. Colson Securities
  Rothschild Investments
  Middlegate Securities

  Northern Trust & Northern Trust Securities, Inc.
  Financial Network Investment Corporation / I
NG
  National Planning Corporation / Jackson National Life
  Transamerica Financial Resources / Transamerica
  BMA Financial Services / Generali
  Associated Securities / Associated Financial Group
  United Planners
  Pacific Select Distributors / Pacific Life
  Private Consulting Group
  E-Z Data, Inc.
  WS Griffith
  Phoenix Home Life
  Black & Company

 
Retail Software:

  We have a large number of data translation and interface users for our:
     SDR/SDD
     Pershing2Excel
    
Xlate
     XPCO
  Also, hundreds of users affiliated with Broker Dealers using our

     ViewPoint Consolidated Client Statement Users

Call 310.398.0232