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Customized Back-Office Software Solutions for Broker/Dealers
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iBONUS

Imagine...
The answers to the questions you and your staff are asked every day were available literally at your fingertips...You and your salespeople could easily and quickly get your own answers without having to go through additional layers of bureaucracy...The information you needed was available 24/7/365 from anywhere.

iBONUS is a front-end component that provides a web-based user interface for field personnel to access the data in the BONUS system. Access may be gained via Intranet or Internet, and depending on your security and access goals and limitations, others including reps, managers, branch offices could also be given the capability to read-only or to add new clients, access accounts, update orders and edit sales information within the system.

Enter iBONUS... your staff’s way to answer questions like:

  • How much will I receive in my next check?
  • Where is my commission and when should I expect it?
  • Has a particular sale or trade been processed yet?
  • Have my client’s checks been processed?
  • What transactions has my client recently conducted?
  • Have all compliance and suitability requirements been met?
  • How much, what and when did a particular client trade?

    Why not build a quick and easy anywhere, anytime Internet link to bridge the gap between the information you have and the information you need now?

 




Broker Dealer Solutions
Customized financial software solutions that are
effective, intuitive, technologically advanced, flexible and for life.
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