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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.

Description

Transform global trade operations by digitizing essential tasks such as transaction matching, reconciliation, and workflow management. Whether you are involved as a buyer or a seller in the securities market, Tungsten Optitrade offers the tools necessary to confirm trade details, authorize transactions, update ownership records, and facilitate the transfer of both securities and cash. For brokers and investment managers, this platform enhances the efficiency of overseeing, tracking, and evaluating securities and cash transactions. Seamlessly navigate the complex landscape of invoice requirements that vary by region, language, and compliance standards. By automating trade confirmation processes, you can enable straight-through processing, which accelerates trade execution while reducing exceptions and hastening resolutions. Additionally, by automating the distribution of transactions throughout the organization, you can cut down on errors and instances of non-delivery, while also eliminating the cumbersome manual data entry between applications and networks. Furthermore, improving accuracy in the trade verification process becomes possible by significantly diminishing the reliance on manual data extraction, leading to enhanced operational efficiency. This comprehensive approach not only streamlines the trading process but also fosters greater confidence in transaction integrity across the global market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

GoldenBasis

Country

United States

Website

www.goldenbasis.com

Vendor Details

Company Name

Tungsten Automation

Founded

1985

Country

United States

Website

www.tungstenautomation.com/products/optitrade

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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