New Account System
- Full Implementation to the many Apex New Account APIs for opening new accounts
- FINRA approved.
- Includes Market Data Agreements for NYSE/AMEX/NASDAQ
- Includes all the IRAs, Joint, Margin, etc
- Only Look and Feel must be customized for or by customer – customer provides mockups and we can do the rest. If customer wants to create their own UI, interfaces can be provided
- Account Approval Workflow tool
- Cash Management tool – ACH Relationship and Transfer approvals
- Edit clearing firm parameters such as Margin/Cash account type, Registered Rep, Address, etc