SDR - Securities Data Repository.
Data Aggregation - Store, Manage, Access and Report your Clearing Firm, Fund and Direct data
including Positions, Registrations, Trades and Transactions.
SDD - Securities Data Distributor.
Extract and Distribute data under your control.
Pershing Data File Mapping and Conversion Output
directly to Excel spreadsheets.
Custom Pershing and DST data
Compliance Analysis and
We provide Consulting services on a range of
management, software and other issues to a wide variety of industry clients: Broker
Dealers, Insurance Companies, Planning Organizations, Home and Branch Offices,
Financial Professionals and Other parties with an interest in the Financial
Services Industry. Our skilled consulting and programming staff can
locate or build a solution that will fit your requirements. We can perform
needs analysis and create RFIs and RFPs on your behalf.
For more information please call 310-398-0232