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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.
Screenshots & Reports
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CRM - Customer Information
Automated New Account Forms
Direct Transaction Entry
Streamlined Direct Transaction Workflow
Registration NAFs
Centralized Supervision
Paperless Scan and Upload Everything
Reports for Reps - Customer Lists
Consolidated Investments - Screen
Consolidated Investments - Customer Statements
DiscloseSure Product - Disclosures
….by Broker Dealers, for Broker Dealers
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