Data Aggregation
Affordable consolidated investment statements updated daily

Private labeled with your company name & logo

  • Vital for every B/D conducting direct (aka “Check and App”) activity
  • Customers want their account values on a single, clear statement – now you provide it!
  • Save hours wasted manually assembling account values
  • Provides data needed for meaningful compliance suitability and surveillance

Equalizer retrieves available data feeds (including DST, DAZL, TDAmeritrade, Southwest Securities, and more) to keep your Customer account values updated daily.

….by Broker Dealers, for Broker Dealers
Copyright © 2013 The BD Equalizer Corp. All rights reserved.