
Broker Dealer, Rep, and
Financial Professional Software
Technology and Consulting Solutions
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Data Aggregation |
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Home Office to Branch Office
and Rep |
Broker Dealer Management Consulting, Systems
Analysis, Software Development |
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Load Pershing Files to Access
Database
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Consolidated Client Statements
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Xlate
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Consolidated Client Statements
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Contact us for details! Call 310.398.0232 or asa@brokersoft.com
Download our current literature kit in PDF format![]()
ViewPoint - Consolidated Client Statements!
ViewPoint Tour
ViewPoint Brochure (PDF)
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) for information about:
New Purchase and Sales Blotter Available for Vista
Putnam Direct Interface Released for SDD, SDR an Vista
Xlate FAQ - Pershing Fund Code/Mnemonics List Updated
AS&A brokersoft Software Suite featured in Advisor Page Article
Bundled SDD, SDR, Vista, ViewPoint available as Lease/Rent
or Purchase for Broker Dealers, Insurance Companies
DST
Changes FTP Download Address - ViewPoint users affected
Investment Objective
Module - MFO for ViewPoint Released
New License File
Requirements Added to Xlate and XPCO software
Data Provider Notices
Page Added to Site (See Link Above)
Change
in Support Policy for Telephone Assistance
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
asa@brokersoft.com
Entire site
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brokersoft
All Rights Reserved. Users of this site agree to be bound by the terms of the
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SDR, Vista, ViewPoint, ImageBank, Digital Statements, Xlate, SDD, Xpco,
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