Broker Dealer Technology Consulting Systems Analysis and Software Development

Data Aggregation and Reporting, Mutual Fund data, Clearing firm data, Commission Accounting,
Compliance Reporting, Data Management

Data Aggregation
Data Distribution
Database Reporting
 

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
 

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 and XPCO
Process selected Pershing files to a format suitable
for E-Z Data/EBIX 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