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Description

Guardian Trading operates as a division of Velocity Clearing, LLC, which directly offers clearing, margin finance, and securities locating services to its clients. This direct approach sets us apart from our competitors, who rely on third-party relationships for trade clearance, custody, and securities locating. In essence, Guardian Trading is strategically positioned to provide superior service to our clients. Since its establishment, Velocity has emerged as a top-tier provider of locate services within the active trading sector. Additionally, some regulatory bodies impose transaction fees to support their oversight of the brokerage industry, which are then passed on to customers as part of standard transaction processing. As a self-clearing FINRA Member Firm, Velocity Clearing LLC, the parent company of Guardian Trading, holds clearing house memberships at both DTC and NSCC, reinforcing our commitment to excellence and efficiency in financial services. This combination of direct service and regulatory compliance underscores our advantage in the competitive landscape.

Description

Tustena CRM represents the latest advancement in extended customer relationship management offered by the TeamSystem group. Since its market introduction in 2003, it has established itself as one of the most comprehensive and competitive CRM solutions available, benefiting from a foundation of Italian expertise, research, and know-how. Unlike the past, when competitive advantages were primarily derived from production systems, the current focus has shifted towards enhancing customer care and effectively managing business relationships and contacts. By integrating Tustena CRM into its suite of management tools, businesses can significantly enhance their customer oversight, minimize expenses, and boost profitability. The platform streamlines essential services and automations for customer base management and optimizes time and resource allocation. With Tustena CRM, tracking activities, organizing appointments, and overseeing email communications transforms into a collective effort, resulting in a remarkable decrease in the time spent searching for existing information within the company. This not only improves efficiency but also fosters a more organized approach to customer relationship management.

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

Guardian Trading

Country

United States

Website

www.guardiantrading.com

Vendor Details

Company Name

Digita

Website

www.teamsystem.com/media/files/1546_TustenaCRM_DEP_TSSDEP204-00.pdf

Product Features

Algorithmic Trading

2-Click Trading
Analyst on Demand
Auto Fibs
Auto Trend Lines
Backtesting
Basket Trading
Drawing Tools
Pattern Tools
Stock Screener
Trading From Charts

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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