Clearing Platform Selection and Implementation
Update: 2020-03-04
Description
The analysis to decide if it’s best to invest in your current platform or consider a different path should not be ignored or pushed too far into the future. One of the most meaningful relationships any introducing broker-dealer has is with its clearing provider. In this week's episode, Managing Director Pete McAteer discusses what you should do after you've identified any gaps in your clearing platform needs, including a discussion of the selection and implementation processes.
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