- Broker Dealer and Branch Office Consulting
- Custom Programming
- Front and Back Office Issues
- Management Studies
- Commission Accounting Systems Consulting
- Custom Data Downloads, Translation and Integration
- Imaging and Document Management
- Harness KM! Knowledge Management Solutions
What we can Do for your organization:Get Consulting; Advice; help finding the right tools for the right cost to fit your organization; custom software design or development. The company principals have more than 50 years of combined experience in Information Systems and Management in the Securities Industry. We pioneered On-line systems for Home Offices and remote Branches and Reps; Digital Fund and Clearing Firm Statements on CD-ROM; modern, flexible, scalable Commission Accounting and Reporting systems. Our Clients are Small, Medium and Large Broker Dealers. Established and Start-up.
- On Retainer, for Special Projects, or Time and Materials. We provide Consulting Services and undertake special software development projects or Project Management. In-depth experience with Securities Industry Data, Downloads, Commission Accounting systems, Regulatory and back office business issues and practices.
- Management and IS Studies
- IS/IT/DP Acquisition Evaluations - Before, During and After
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