

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 / ING
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
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