C5 Solutions by Techmate has very simple service principles: Answer the phone and answer the question. Granted, sometimes we have to “question the question” and review data to help you articulate the “question”, but central to this is that you are dealing with a person and you are not alone in your quest to get back to your business at hand. C5 Solutions offers BD Commission, Compliance, On Boarding and Imaging Software System.
C5 is versatile, we play nice if all your looking for is one aspect of our services or products we do not limit anyone to a all or nothing system. We can handle any size Broker Dealer with Scale-able platform with can accommodate a back office of 5 reps or 5000 reps. If your worried about support fear no more we offer comprehensive staff training along with unlimited technical support. For a comprehensive list of what our Solutions include please Click Here.
Does your current system support your vision of how your Broker Dealer will look in three years. Are you prepared are have the flexibility to be complaint with any upcoming Regulatory, Cyber Security or Fiduciary standards. Are you moving towards Straight Through Processing? Wouldn’t it be nice to have your reps complete your data for you. Two Way On Boarding allows data to fill forms or have forms complete customer data. BD Commission, Compliance, On Boarding and Imaging Software System has many aspects which can be broken down into the Five C’s of C5 Solutions.