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DELIVERS HANDS-ON, HIGH TRACE, HIGH SERVICE, CONSULTING AND COMPLIANCE SOLUTIONS FOR THE BROKERAGE AND TRADING INDUSTRY.

"CLIENTu2019s experienced teams has 11 years of experience in consulting and compliance solutions for the brokerage and trading industry. We have staked our reputation on successfully providing efficient, cost effective business support while also tailoring our solutions to meet each of our customeru2019s unique needs." <br>Client is an expert for Brokerage and trading consulting solutions firm based in the United States. Focusing on Start Up services, Compliance outsourcing, Trading and brokerage accounting, Market Strategy Consulting and book keeping services.

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DELIVERS HANDS-ON, HIGH TRACE, HIGH SERVICE, CONSULTING AND COMPLIANCE SOLUTIONS FOR THE BROKERAGE AND TRADING INDUSTRY.

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  1. DELIVERS HANDS-ON, HIGH TRACE, HIGH SERVICE, CONSULTING AND COMPLIANCE SOLUTIONS FOR THE BROKERAGE AND TRADING INDUSTRY. SUMMARY "CLIENT’s experienced teams has 11+ years of experience in consulting and compliance solutions for the brokerage and trading industry. We have staked our reputation on successfully providing efficient, cost effective business support while also tailoring our solutions to meet each of our customer’s unique needs." Client is an expert for Brokerage and trading consulting solutions firm based in the United States. Focusing on Start Up services, Compliance outsourcing, Trading and brokerage accounting, Market Strategy Consulting and book keeping services. KEY CHALLENGES CLIENT was looking for a solution through which Brokerage & trading consulting can be regularized with regards to following challenges:  Fee/commission calculation in spreadsheet.  Using Marco for creating trade level and invoices.  Showing individual client performance.  Time weighted average of funds in and out.  Preparation of financial statement by using US GAAP

  2. PROPOSED SOLUTION As a services provider to Consulting firms for Middle & Back Office processes, IBN Technologies recommended an integrated suite of services:  Formulate performance table and Capsules on monthly basis.  Maintaining contact with CLIENT on daily basis regarding day to day requirement and implementation to be made in the process.  To compute management and incentive fees on Monthly basis.  Convert currencies into base currency by referring FX rates.  Maintaining Constant Level. RESULT By Availing IBN Back-Office services, CLIENT were able to focus more on Start-up Services more effectively with the support of IBN team.  CLIENT was able to focus more on core research & Compliance Outsourcing using proposed solution.  Performance monthly returns on monthly basis  Performance records of Commodity Trading Advisors (CTA).  Compute rate of return on monthly basis for each client.  Proforma Equity amendments  Invoices preparation. BENEFITS IBN recommended services to CLIENT, Supported by domain expertise and professionals, delivered powerful results effectively & accurately.  Enhanced investment activities & processes  Cost effective  Time redeemable  Ability to meet agreed deadline for their research activities  Greater efficiency, resulting in more focus towards core research activities.

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