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Competition in the brokerage business since 9/11 has been brutal. Business week reported in April 2005 that Charles Schwab lost almost 10% of its account base from 2002 through 2004. In a highly commoditized world, these brokers have resorted to price cuts as their primary way to acquire new customers.
We offer brokers a value-adding alternative to maintaining and growing their account base. We can help brokers who do not have in-house research staff:
Establish an in-house research function for a minimal investment. Our services would be the foundation for that capability. This new function could reduce the expense brokers incur when buying outside research services while helping them maintain and build their client base with advisory services.
Brokers with in-house research staff can use our services to:
- Free up resources to focus on core strengths.
- Expand their research services to offer their clients more options.
- Lower their overall research spend allowing more dollars to be invested in client acquisition and retention.
OTHER SERVICES
CUSTODIAN SERVICE
- instrument setup
- pre settlement
- settlement
- coporate actions
- clearing
- taxation
- income processing
- reconciliation
ASSET MANAGEMENT
- account opening
- trade processing
- client aaccounting
- client helpdesk
- techinal helpdesk
- broker-dealers
- account opening
- reference data management
- trade processing
- corporate actions (in voluntary)
- claims processing
FUND ADMINISTRATION
- reference data
- reconicliation
- client reporting
- tranasction processing
- compliance ,internal & regulatory reporting
- nav calculation
- accural calculation/checking
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