DTCC

You Can Now Automate Broker Dealer of Record Changes with DTCC

Say goodbye to calls, emails and paperwork that bog down your workflow! Thanks to new enhancements DTCC’s web-based IFT ACCESS platform, our clients can fully streamline Broker Dealer of Record (BDofR) changes with no build required.

 

Traditionally, the process of sending financial institution change requests and receiving change confirmations has taken days to complete. And although our Automated Customer Account Transfer Service (ACATS) has helped many financial institutions achieve their goal, not all clients are eligible for this service. Our team set out to address these challenges last year, and we’re pleased to share this upgrade that will benefit all our clients in managing their business processes and pushing the industry toward standardization and efficiency.

 

DTCC members learn more in DTCC Learning’s video and gain control of your process today.

Announced May 22, 2019

 


 

SureLC™
Licensing & Contracting

 

Stop wasting valuable time and capital and opt for the nation’s #1 choice in licensing & contracting automation.

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving users an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers


 

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