Related Products
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About
AlphaStream makes financial markets more effective for your clients and more profitable for you. The AlphaStream experience platform takes all of your disparate financial data sources and brings them together into one unified solution for delivering hyper-personalized financial market data experiences to every single client. Your teams will have groundbreaking access to not just what your clients do, but why they do it. Discover how your teams can improve the client experience for more profit, improve sales targeting and conversions, programmatic digital campaigns, personalize education and much more. The platform is the first data experience platform built specifically to transform all real-time financial market data and deliver a personalized client user experience to the most effective channel. Ingest all of your financial data including, news & social, web, market datasets, alerts and notifications.
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About
Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies requiring a financial data solution to make financial markets more effective and profitable
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Audience
Teams wanting a solution to automate repetitive work and handle account transfers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAlphaStream
United Kingdom
alphastream.io
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Company InformationGoldenBasis
United States
www.goldenbasis.com
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Categories |
Categories |
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Integrations
Mailchimp
Salesforce
X (Twitter)
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