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Brokerage Sub-Accounting System
 
Overview:
 
  • Maintains the balances, positions, buying power for a set of sub-accounts that are traded from a single omnibus account.
  • Generates trade confirmations for trades done in the sub-accounts.
  • Generates monthly account statements for the sub-accounts.
  • Management tools to open sub-accounts, deposit/withdrawal funds, etc.
 
For additional details contact us at 321.258.5054.

 

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