Clearing Firms/Broker Dealers
We work with many firms who rely on our unique blend of industry knowledge and computer expertise to provide fast, effective, industry-specific solutions. Following is a list of some of the Broker/Dealers we have worked with.
Fidelity Investments / National Financial Services Corp.
H.D. Vest Financial Services
LPL Financial Services
Mesirow Financial Services
Raymond James Financial Services, Inc.
Tower Square Securities
Wells Fargo Investments
We work with many independent Registered Representatives, Registered Investment Advisors (RIA), Financial Planners, Agents, and Brokers to improve their operations through consultation, feasibility analysis, and software development. Our clients include some of the top producers in the country, as well as some of the smallest branches just starting in the business.
We work closely with a number of client management software companies. We can provide custom interfaces, data conversions, support and enhancements for their system users. Following is a list of the software companies we have worked with.
Advisor Tools (Books and Overdrive)
Allied Financial Software (Act4Advisors / Software4Advisors)
EZ Data (EBIX CRM formerly CDS)
Morningstar Principia CAMS (formerly FCSI dbCAMS+)
Financial Information Network (FIN2000)
Reuters (Broker's Notebook)
Scherrer Resources (Broker's Ally)
Schwab Performance Technologies Inc.(Portfolio Center / Centerpiece)
TechFi (Portfolio 2001)