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About

Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.

About

eBSEG Digital Trading Solution is an OmniChannel brokerage system with Real-time Market Services, Market Interests, Market Overviews, online integration, Currencies News, and various indices at your fingertip. eBSEG Trading Solution will enable you to create a portfolio and track important stocks, watch real-time changes, and status to manage your accounts, invest directly, find advice & more. We provide a comprehensive web and or mobile ecosystem that offers every tool your customers will need to make trades, review their positions, communicate with professionals, and monitor markets, all in real-time, from ANYWHERE, ANYtime.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams wanting a solution to automate repetitive work and handle account transfers

Audience

Brokerage Companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GoldenBasis
United States
www.goldenbasis.com

Company Information

eBSEG
Founded: 2000
Canada
ebseg.com/Digital-Trading-Solution.html

Alternatives

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theb2bbank

theb2bbank

Payfree Financial Services

Categories

Categories

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim GoldenBasis and update features and information
Claim GoldenBasis and update features and information
Claim eBSEG Digital Trading Solution and update features and information
Claim eBSEG Digital Trading Solution and update features and information