Broker Dealer Software Products

Financial Database Services broker dealer software solutions include applications for new rep on-boarding, electronic document management systems and powerful broker dealer reporting solutions.design_deve_Imp_cube_img

FDS’ point solutions can be used independently of the CAESAR back office platform or integrated with CAESAR to create a fully integrated front, middle and back office solution.

All products are available as baseline products to be used as is or can be customized to meet your specific business requirements.

Products

CAESAR  A comprehensive Broker-Dealer operations management solution for the “3 C’s”: Clients, Compliance and Commissions.

STRAIGHT-THROUGH PROCESSING We have “fused” CAESAR with Docupace ePACS to connect front-office Straight-Through Processing with back office processing.

CONNECT  A commission and operation App for registered reps, investment advisors and OSJ’s.

REGISTRAR  Advisor on-boarding and licensing solution for broker-dealers. Streamline the Form U4 securities registration and license renewal process for your Broker-Dealer.

Services

HOSTING – SSAE 16 certified data center facility and tier 4 disaster recovery collocation.

DATA ENGINEERING – Interface design and development, data scrubbing, standardization and quality assurance.

DEVELOPMENT SERVICES – Custom software engineering design and RAD development in 4GL, BDL, 4j’s Genero®, PHP, Java, HTML and more.

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