BACK OFFICE CONNECTION
Outsourcing in the field of operations for investment advisors who are registered with the Securities Exchange Commission or state securities regulators, namely, investment-account set-up, investment-account asset transfer and documentation support, investment-account trade facilitation, investment-account settlement and reconciliation, investment-account transaction, price, benchmark and security data downloads, billing set-up and processing and customized investment-account performance and ...
Registered · May 15, 2008 · 77475106 ·