TSI is pleased to announce that they have added trade detail data to Firmview, their
online multi-broker platform.
This allows brokers to offer their clients a complete view of their activities with
a participating broker. In addition to trade detail view, clients can view current
and archived statements online as well as their current balance. This added functionality
is in addition to the clients' ability to manage their CCA business at each participating
broker, enter payment instructions to their chosen research vendors and brokers
as well as review and approve soft dollar invoices.
TSI Senior Vice President Kevin Devine stated: "This software is not vaporware. Instead
it's in current production use with multiple brokers while housed in a fully redundant
SAS 70 compliant server farm. We facilitate our broker clients to have more value-added
contact with their manager clients and do not insert ourselves into this critical
broker-manager relationship in areas such as deal pricing and service management.
Doing so works to destroy a broker's brand in the marketplace. Instead we work to
improve communications in this vital broker-manager relationship. This way brokers
don't lose touch with their clients and preserve their individual brands. Even for
the brokers who have outsourced their entire commission management software to us
continue to maintain their client relationships. For managers using Firmview, the
benefits of a single location for working with multiple brokers across all their
commission management activities where all information can be queried and downloaded
to Excel is obvious."
For more information or a demo of TSI's product suite that addresses commission
management, please contact Kevin Devine at 908-287-2091,
kdevine@totsys.com.