JPMorganwascool
New Member
- 1
I am just looking for a mobile solution for Brokerage-Related, not related to Direct or Principle-Agency Related but a good solution/vendor to handle verifying funds, EFT and wire transfer with respect to Brokerage/MGA producer role. Though not just capable but has worked well with State Trust Fund Compliancy and Quickbooks.
It is a much more general question (expect for the last part) than it may seem.... technology is like your worst and best friend, ..just would like to know what system/vendor someone has used, the smaller brokers are more vulnerable to technological “rabbit holes” so to speak, and just wondering what you mid-sized brokers use, method, etc
It is a much more general question (expect for the last part) than it may seem.... technology is like your worst and best friend, ..just would like to know what system/vendor someone has used, the smaller brokers are more vulnerable to technological “rabbit holes” so to speak, and just wondering what you mid-sized brokers use, method, etc
