Our unparalleled dedication to your financial success. A relationship built on trust, supported by a firm built on experience, stability, and innovation.
We offer a comprehensive suite of customizable technology solutions. These innovations, combined with our extensive industry experience and access to third party resources, allow you to spend less time worrying about operations and more time focusing on your client relationships. We welcome the opportunity to showcase our services and learn how we can be of assistance.
As members of the Depository Trust & Clearing Corporation (DTCC), National Securities Clearing Corporation (NSCC), Options Clearing Corporation (OCC), Euroclear, and all major exchanges including the New York Stock Exchange (NYSE), we are well-positioned to execute on your needs.
All of our technology solutions are designed with productivity and efficiency in mind. We focus on in-house development to ensure that we offer the highest quality and most dynamic products in the marketplace. Wedbush products, Broker InsightTM and ClientLinkTM, provide exceptional account management tools that are in demand by reps and clients alike.
We deliver best-practice consulting for broker-dealers of all sizes and provide real-time compliance and credit risk management tools. Additionally, you will find strengths in cash management services, performance reporting tools, and trading expertise in equities, options, and taxable and tax-free fixed income.