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Customized Back-Office Software Solutions for Broker/Dealers
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BONUS
Our flagship product, BONUS or Back Office Network User System, is designed to address the needs of broker/dealers with as little as 10 registered reps or as many as 5000+.

BONUS is used by back-office staff to:

  • Calculate commissions
  • Manage override payments
  • Maintain and update client databases
  • Interface with mutual fund companies
  • Download data from clearing firms
  • Interface with existing in-house systems
  • Access registered representative databases
  • Confirm NASD suitability, licensing and client suitability
  • Report on administrative, financial and marketing matters
Broker Dealer Solutions
Customized financial software solutions that are
effective, intuitive, technologically advanced, flexible and for life.
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