Money Matters
Money Matters
Money Matters when it comes to Broker/Dealer back office operations. It matters even more if you are an independent Broker/Dealer paying commission and override rates of 75-90%.
• We realize that when you operate your Broker/Dealer on retention of 10-25% you must have a back office operations system that is affordable to acquire, easy to learn and affordable to maintain.
• That is why over the years we have worked aggressively to provide not only the most powerful commission processing system in the marketplace, but also the most affordable system.
•Our market is the high commission payout independent and insurance subsidiary Broker/Dealer.
• Where setup cost is not an issue, you may choose to purchase our full network version of WinOPS. Where setup cost is an issue, the full network system can be acquired under a month-to-month rental contract. This contract can be acquired under two different rental agreements. We also have a two tier rental agreement for a non-networked stand alone system which is available to smaller Broker/Dealers (under 50 reps).
For less than a minimum wage employee you can:
• Load your mutual fund commissions and clearing firm activity directly from data files
• Automate your compliance surveillance
• Have your operations staff professionally and systematically trained
• Prepare your Broker/Dealer for unlimited growth
• Limit your staffing cost
• Improve your profit margins
• Automate your field force
• Run your Back Office on the most widely used system in this industry (over seventy Broker/Dealers now use Operations Plus as their Back Office Administration System).
Don't be a beta test site for an unproven system when you can have a battle-tested veteran.
Contact Information
Phone: (303) 985-9956
Fax: (303) 985-1363
E-Mail Address:
Shipping Address:
5264 Oak Hollow Drive
Morrison, CO 80465
Mailing Address:
P.O. Box 749
Morrison, CO 80465-0749