The Single Solution Technology for Broker Dealers and RIAs
Simplify your entire business operations, reducing expenses and waste. Provide the Rep Toolset needed to recruit, attract, and retain the representatives you want and need.
What is it?
CRM ++... world-class, industry specific customer database
Data Aggregation - affordable consolidated investment statements updated daily
Commission Processing - auto downloading of all available electronic files and paper statements
Compliance - automated flags and reports provide the “meaningful supervisory tools” that regulators require
Product disclosures - customized for every BD direct transaction
New Account Forms - prefilled with paperless retention and 100% electronic supervisory approval
LaserApp Anywhere - smoothly integrated so every representative can auto-complete over 28,000 account applications with one click
Paperless Office - NAFs, applications, I.D... all documents are permanently stored linked to customer
Daily business and compliance processes automated & streamlined
Secure web based access 24/7 with redundant backup
Learn why CTOs call Equalizer
“Broker Dealer in a Box”
Click the video to know more about us
….by Broker Dealers, for Broker Dealers
Copyright © 2013 The BD Equalizer Corp. All rights reserved.