Downloads

When data exists at third party locations, such as mutual fund companies and clearing firms, it makes sense to download data. Instead of Broker Dealers keying the data in from printed reports the data can be imported into the back office system. All primary sources of Broker Dealer Downloads for Account, Commission, Transaction Data are accommodated in our system. Integrating data from various mutual fund companies, clearing firms and insurance carriers allows for efficient commission processing. C5 solutions can aggregate and normalize the data important to today’s Broker Dealers. Having centralized data grants Broker Dealers control of operations, productivity and compliance. Make sure your Broker Dealer has accurate, easy and efficient account and position data from third-party sources to have up to date useful data.

Albridge

BNY Mellon

Broadridge

Schwab

Cor Clearing

DAZL

DST Systems Downloads

DTCC

Fidelity

First Clearing

First Southwest

Fiserv

ING

Chase

Mesirow-Financial

National Financial

Pacific Life

Pershing Downloads

Prudential

RBC Dain

Southwest Securities

Sterne Agee

TD Ameritrade

Wedbush