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  Broker Dealer, Rep, and Financial Professional Software
                  Technology and Consulting Solutions

Data Aggregation
 with
SDR for Broker Dealers
Mutual Fund and Clearing Firm Database and Reporting System
 DST, DAZL, Pershing Data parser, Database Loader,
Data Management and Reporting System

  


Convert Pershing Data Files Directly to
      Excel Spreadsheets
with
Pershing2Excel
 

 

Home Office to Branch Office and Rep
Data Distribution
with
SDD
Securities Data Distributor
Become the Source for your Rep and Branch Office Data

 

  

Broker Dealer Management Consulting, Systems Analysis, Software Development
Mutual Fund, Clearing Firm, Commission Accounting, Compliance Reporting, Data Management Experts!
 

Load Pershing Files to Access Database
with
PFP
Process selected Pershing files to Access databases and output
Excel Trade and Position data simultaneously.

 

  

Consolidated Client Statements
with
Home Office ViewPoint
Consolidated Client Statement System
      Multi-User, Master database driven

 

Xlate
Process selected Pershing files to a format suitable
for E-Z Data's CDS and SmartOffice

 

  

Consolidated Client Statements
with
Rep ViewPoint
for the Independent Practitioner
Mutual Fund, Clearing Firm and B/D Data
Automatic Updates, Graphic and Detailed Reporting

 

Contact us for details! Call 310.398.0232 or asa@brokersoft.com
Download our current literature kit in PDF format   acrobat.gif (152 bytes) 
ViewPoint - Consolidated Client Statements!
  tinyrtarow.gif (62 bytes)ViewPoint Tour
  tinyrtarow.gif (62 bytes)ViewPoint Brochure (PDF)
  tinyrtarow.gif (62 bytes)ViewPoint Consolidated Statement Sample (PDF)
SDR - Securities Data Load and Database Repository
SDD - Securities Data Distributor
Vista - Compliance, Sales and Reporting System
Consulting - Broker Dealer Management and Technical Consulting
Broker Dealer End-to-End Solutions from Data Storage and Retrieval to Reporting
Software Solutions for Rep, Branch and Broker Dealers Home Offices
Xlate - Translate Pershing Data to a CDS by E-Z Data, Inc. ready format
XPCO - Unpack Pershing PCO files for further processing by Xlate, ViewPoint or
  your other Investment Tracking Software
Broker Dealer, Branch and Sales Office Reporting Systems
Back Office Commission Accounting Custom Software and Consulting
Imaging and Document Management Solutions
Knowledge Management Consulting

Please see our News Center (or click on the tinyrtarow.gif (62 bytes)) for information about:

tinyrtarow.gif (62 bytes)New Purchase and Sales Blotter Available for Vista
 tinyrtarow.gif (62 bytes)Putnam Direct Interface Released for SDD, SDR an Vista
tinyrtarow.gif (62 bytes)Xlate FAQ - Pershing Fund Code/Mnemonics List Updated
tinyrtarow.gif (62 bytes)AS&A brokersoft Software Suite featured in Advisor Page Article
tinyrtarow.gif (62 bytes)Bundled SDD, SDR, Vista, ViewPoint available as Lease/Rent
  or Purchase for Broker Dealers, Insurance Companies

tinyrtarow.gif (62 bytes)DST Changes FTP Download Address - ViewPoint users affected
tinyrtarow.gif (62 bytes)Investment Objective Module - MFO for ViewPoint Released
 tinyrtarow.gif (62 bytes)New License File Requirements Added to Xlate and XPCO software
 tinyrtarow.gif (62 bytes)Data Provider Notices Page Added to Site (See Link Above)
 tinyrtarow.gif (62 bytes)Change in Support Policy for Telephone Assistance
 tinyrtarow.gif (62 bytes)Change in Support Policy  for Software

To Interactively Request Product Information, Click Here
To Download a Product Order and Contact Form, Click Here

Please Call or E-mail: 310.398.0232   or mail3.gif (7997 bytes) asa@brokersoft.com

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