Super-omni services made flexible, versatile & open
In a super-omnibus model, a broker-dealer leverages an omnibus clearing provider (e.g., Schwab...
Software & Services
Investor Recordkeeping System
Business Process Management
Investor & Rep Digital Interfaces
RTQ-Asset Allocation Modeling
Trade & Bank Reconciliation System
APIs
Investor Correspondence
Automated Suitability Module
Positive Consent Transfer System
Fund Data Management Services
Omnibus Trade Reconciliation Services