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Client List

 


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  Partial Client List

  Broker Dealer Level Software and Consulting Services

  Pershing
  Delafield Hambrecht
  Commerce Capital Markets, Inc.

  Santander Securities - Banco Santander
   W.H. Colson Securities
  Rothschild Investments
  Middlegate Securities

  Northern Trust & Northern Trust Securities, Inc.
  Financial Network Investment Corporation / I
NG
  National Planning Corporation / Jackson National Life
  Transamerica Financial Resources / Transamerica
  BMA Financial Services / Generali
  Associated Securities / Associated Financial Group
  United Planners
  Pacific Select Distributors / Pacific Life
  Private Consulting Group
  E-Z Data, Inc.
  WS Griffith
  Phoenix Home Life
  Black & Company

 
Retail Software:

  We have a large number of data translation and interface users
  for our:
     Pershing2Excel
    
Xlate
     XPCO
Also, hundreds of users affiliated with Broker Dealers using our

     ViewPoint Consolidated Client Statement Users

 
  For more information on our products and services, visit our
Products Home Page or:

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

  Call or E-mail: 310.398.0232   or
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