• Operational Support
  • Clearing and Settlement
  • Compliance Tools
  • Custody Services
  • Billing Services

• Trading Services
  • Best Execution
  • Equity Trading
  • Fixed Income Trading

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
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  • Managed Account Solutions
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  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events and Workshops
  • Marketing Services
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  • ValueAlliance®

• Service Excellence
  • Quality Management Process
  • Reliability

Cash Management Solutions

You can strengthen your client relationships by offering extra convenience and account protection. Our Cash Management Solutions provide value-added client services, while helping to make your processes more efficient.

ProCash Plus®

• Enables your clients to invest in securities, purchase products and services, deposit money, write checks, and pay bills from a single account
• Provides monthly, quarterly, and annual client account statements, including all banking and brokerage activity, in one consolidated statement
• Offers Silver, Gold, or Platinum packages and a frequent buyer rewards program
• Allows your firm to offer a branded program under its own name

EasyPay™

• Provides easy account funding
• Enables your clients to conveniently transfer funds from their checking accounts to their brokerage accounts by phone
• Allows your clients' accounts to be credited prior to settlement if a payment is initiated before 7 p.m. (ET) on the second day following a trade

Contact us today to learn how we can support your cash management needs.

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