Automated Account Opening

One common workflow
supporting all lines of business

Flexible architecture supports integration with form libraries, imaging
and document management solutions as well as e-signature eliminating
manual, error-prone, paper intensive processes.

Operational Workflow

Unified data management
addressing enterprise-wide needs

  • - Improved efficiencies
  • - Client-centric account management
  • - Mitigation of regulatory and litigation exposure
  • - Streamlining advisor conversions

Data Pro

Data warehouse turn-key solution

Unified data management and reporting
across products and custodians


BROKER DEALER SOFTWARE SOLUTIONS
Quadron Data Solutions provides enterprise-wide integrated software solutions meeting the needs of the financial services industry. Quadron Data delivers comprehensive account opening and management capabilities, data management and enterprise workflow solutions from compliance surveillance to compensation management. Quadron’s core platform includes DataPro, a proprietary data warehouse, and the QSuite of integrated software solutions supporting meaningful business intelligence and integrated business processes for the front, middle, and back office.

ACCOUNT OPENING WITH ACCOUNTQ
One tool for all your automated account opening and client on-boarding needs—regardless of platform or custodian. AccountQ integrates readily with CRM, imaging and workflow systems, and forms library vendors; dramatically reduces NIGO (Not in Good Order); accelerates principal approval; and enables straight-through-processing for clearing and direct mutual funds.
EXTRACT OF AITE WEBINAR
In September Aite, a premier consulting organization providing research and analysis for the financial services industry, published a new whitepaper that we commissioned. Derived from research with over 500 advisors at wire-house and independent broker-dealers, it outlines the advisors’ challenges and their desired solutions. These findings were presented in a joint Webinar with Aite in October 2012 and are available upon request as an extract of that Webinar.
RESOURCES

Go To White Papers
Featured extract of Webinar based on
Aite Group’s whitepaper “Account
Opening Pain Points in the Front Office:
Advisors in the Dark”

Go To Demo Request
If you would to view a demo of
one of our solutions please
contact us for an appointment

Quadron® Data Solutions
370 17th Street, Suite 3400
Denver, CO 80202
877-348-2838