Broker Dealer Software, Systems and Consulting

Technology Solutions for the Financial Industry, specializing in Broker Dealer,
Branch Office and Advisor Technology Management Consulting, Systems Design,
Project Management and Implementation.

Looking for an as-needed technology manager or consultant?
Save the expense of a full time manager.
Get Broker-Dealer systems and technology expertise on demand.

Custom Applications for Broker Dealers Data Aggregation with Securities Data Repository Data Management and Database Reporting Data Distribution		Pershing Data File Utilities Load to Excel Load to Access and SQL Server Pershing Data File Mapping and Conversion

Consolidated Client Statements with Rep ViewPoint for the Independent Practitioner Mutual Fund, Clearing Firm and B/D Data Automatic Updates, Graphic and Detailed Reporting		Consolidated Client Statements with Home Office ViewPoint Consolidated Client Statement System Multi-User, Master database driven