
Financial Industry
Software, Systems & Consulting
Click on the product
graphic or text of interest to go to the page
regarding the specific product.

Securities Data Repository - Store, Manage and Access
Your Data

Consolidated Client
Statements, Historical Reporting, Multiple Automatic Data Sources,
Account Householding, Profile Wizard, Below-the-Line Asset
Management!
![]()
Sales +
Marketing + Compliance
Broker Dealer Home and Branch Office Reporting System

Securities Data Distributor - Distribute Your
Data Your Way!

Pershing
Data Translation

PCO File Manager - Data Extractor
![]()
We provide Consulting
services on a range of Management, Software
and other issues to a wide variety of Clients: Broker
Dealers, Insurance
Companies, Planning Organizations, Home and Branch Offices,
Financial
Professionals and Other parties with an interest in the Financial
Services
Industry. Our skilled consulting and programming staff can
locate or build
a solution that will fit your requirements. We can perform
needs analysis
and create RFIs and RFPs on your behalf.
Call or E-mail:
310.398.0232 orasa@brokersoft.com
ViewPoint, ImageBank, Digital Statements, Xlate, SDD, Vista, Xpco, brokersoft and bdtools
are all Trademarks, Service Marks or Copyrights of Applebaum Simmer & Associates, LLC